Suzan Elder, CPFA, C(k)P®

Founder, CIO, Wealth Advisor

Suzan's positive, yet discerning in her approach. She believes that we all need a master plan. Our lives transition and change... the plan should also. The plan should be personal, address risk, goals, and investment expectations. She has been described as a “family wealth advocate" and has built her business so that she can help people take care of the people they care about. As a Wealth Advisor, she asks good questions, listens, and covets the clients' values. 

Suzan is also familiar with defined contribution plans, wellness and education planning for organizations and their participants, and other qualified plan choices that are available to Plan Sponsors.  She works with a variety of strategic partners, record keepers, and TPAs. She also has a Certified Plan Fiduciary Advisor (CPFATM) designation from the National Association of Plan Advisors, and has also earned the Certified 401(k) Professional C(k)P® designation (offered by the Retirement Advisor University at UCLA Anderson School of Management Executive Education).

As an experienced Portfolio Manager, she provides traditional advice and guidance. She can help clients pursue their objectives by building and managing custom strategies using a combination of fundamentals and technical analysis.  She serves clients as Chief Investment Officer managing portfolio strategies on a discretionary basis. 

She was born on the West Coast, raised on the East Coast, and studied in the Mid-West. She and her family have settled in the Pacific Northwest, and feel blessed to call Washington their home. As a family and a firm, they enjoy volunteering with organizations in the community.

 

Phone 206.408.8918