Sue Schaeffer
Co-Founder, Partner at Quorum Private Wealth
- Role
- Partner at Quorum Private Wealth
- Location
- Danville, CA, US
- LinkedIn followers
- 500 followers
About Sue Schaeffer
As one of the co-founders of Quorum Private Wealth, I strive to deliver on our firm’s…
Experience
Partner
Apr 2021 — Present · Danville, CA, US
Quorum is an independent wealth advisory firm with offices in the San Francisco/Bay Area and New York City/Metro regions. Our highly collaborative team has decades of experience working with successful business owners, entrepreneurs, professionals, executives, and their multigenerational families. We bring individual skills of our ‘quorum’ to the table, but how we work together – to help our clients attain their goals – is what distinguishes Quorum Private Wealth.https://quorumpw.com/
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