Susan Strasbaugh
Wealth Advisor at Buckingham Strategic Wealth
- Role
- Wealth Advisor and Advisory Team Leader at Buckingham Strategic Wealth
- Location
- Colorado Springs, CO, US
- LinkedIn followers
- 500 followers
About Susan Strasbaugh
Helping successful professionals plan for financial independence. Please note:…
Experience
Wealth Advisor and Advisory Team Leader
Apr 2018 — Present · Colorado Springs, CO, US
We are Buckingham Strategic Wealth, a growing organization of advisors, financial specialists and national thought leaders committed to delivering on the promise of true wealth management. As a Registered Investment Advisor, the essence of our approach is based on a pledge to act in the best interest of our clients, including individuals, businesses, trusts, non-profit organizations, health care professionals and retirement plans. We put the power of evidence-based investing and thoughtful, multi-faceted planning to work for our clients, helping them safeguard their financial futures and achieve their most important goals. What I post here is my opinion, not the opinion of my employer. As the result of a merger, Strasbaugh Financial Advisory, Inc. became Buckingham Strategic Wealth in April, 2018.
Education
College for Financial Planning
Financial Planning
USC Marshall School of Business
BS
University of Southern California
Business Administration
Skills
- Investment Strategies
- Wealth Management
- Financial Planners
- Investments
- Retirement
- Strategic Financial Planning
- Iras
- Finance
- Financial Goals
- Retirement Planning
- Wealth
- Personal Finance
- 401k
- Wealth Accumulation
- College Education Planning
- Financial Advisory
- Investment Advisory
- Personal Tax Planning
- Small Business
- Estate Planning
- Investment Management
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