Susan Rizzi, CFP®
Partner | Client Advisor at Mission Wealth- Claim this Profile
Contact Information
us****@****om
(386) 825-5501
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Location
Greensboro, North Carolina, United States, US
Languages
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English Native or bilingual proficiency
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Spanish Professional working proficiency
Topline Score
Bio
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Credentials
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CERTIFIED FINANCIAL PLANNER™
Certified Financial Planner Board of Standards, Inc.Sep, 2009- Sep, 2024
Experience
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Mission Wealth
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United States
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Financial Services
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1 - 100 Employee
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Partner | Client Advisor
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Oct 2022 - Present
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Green Valley Wealth Management
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United States
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Investment Banking
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CERTIFIED FINANCIAL PLANNER™ Professional/Owner
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Dec 2011 - Oct 2022
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Triad Financial Advisors
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United States
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Financial Services
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1 - 100 Employee
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CERTIFIED FINANCIAL PLANNER™ Professional
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2005 - Dec 2011
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AXA Advisors
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United States
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Investment Banking
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Financial Planner
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2003 - 2005
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Education
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Towson University
Bachelor's degree, Sociology and Math
Community
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