Susanna Fraser
Client Service Associate at Asset One Wealth Management
- Role
- Client Service Associate at Asset One Wealth Management
- Location
- Bellevue, WA, US
- LinkedIn followers
- 500 followers
About Susanna Fraser
Asset One Wealth Management, LLC is a comprehensive financial services firm located in the heart of downtown Bellevue. Our customized programs seek to grow wealth, protect it, and distribute it in the most tax-advantaged way, all while delivering excellent personalized service. Our mission is to help our clients achieve and surpass their financial aspirations. We believe that a solid financial plan, along with sound advice, is the key to financial success. We understand that as financial offerings become more commoditized, relationships become the only differentiator. We strive to understand what life experiences have shaped who you are so we can help map out where you are going.
Experience
Client Service Associate
Jan 2025 — Present · Bellevue, WA, US
Education
Western Washington University
Business Administration | Finance Concentration
2022 — 2024
Big Bend Community College
Associate of Arts - DTA | Running Start Program
2020 — 2022
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