Susan Baldwin
Private Wealth Advisor at Legacy Wealth Partners LLC
- Role
- Private Wealth Advisor at Legacy Wealth Partners Llc
- Location
- Littleton, CO, US
- LinkedIn followers
- 500 followers
About Susan Baldwin
Susan is a CERTIFIED FINANCIAL PLANNER™ professional with Legacy Wealth Partners, LLC…
Experience
Private Wealth Advisor
Jan 2015 — Present
Clarity Guidance TrustWe view wealth management differently. There\'s more to it than just charts, graphs and investment performance. Successful wealth management involves comprehensively evaluating your resources and the current economic environment to correctly chart an unbiased course to reach your goals as efficiently as possible. More importantly, as obstacles arise that may threaten the success of well laid plans, we proactively adapt so that you continue to remain on track. Simply put, the real measure of success is whether or not you reach your destination and our mission is to help you get there.Advisory Services offered through Aveo Capital Partners, LLC. Securities offered through Stephen A. Kohn & Associates, Ltd. 3232 S Vance Street, Lakewood, CO 80••••••••58 / Member FINRA, SIPC, MSRB
Education
The Wharton School
Certificate in Retirement Planning
2006
DePauw University
Bachelor of Arts in Mathmatics
Skills
- Securities
- Estate Planning
- Wealth Management
- Personal Financial Planning
- Retirement Planning
- Financial Services
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