Suzi Miner
Financial Professional, CRPC®Supporting Individuals & Families to achieve Financial Security & Independence
- Role
- Financial Professional at Equitable Advisors
- Location
- Scottsdale, AZ, US
- LinkedIn followers
- 500 followers
About Suzi Miner
My goal as a financial professional is to make people\'s lives better! I want to be a resource for my clients - to help educate them on their options and provide the highest quality advice for their unique situation. I want to instill confidence in their future and be free of the worries of the “what-ifs”. Our holistic planning approach allows us to ensure your savings & investments align with your values & goals. We also ensure portfolio allocation aligned with your risk tolerance & time horizon, while utilizing optimal tax efficient strategies.If you’ve ever wanted to learn more about what financial planning entails and how it might benefit you, then let’s connect & find a time to chat! Call or text me at
Experience
Financial Professional
Aug 2023 — Present
Education
University of Arizona
Certificate, Financial planning
2022 — 2023
UC San Diego
Bachelor of Science - BS, Biochemistry
1997 — 1999
Primary Care Physician Assistant Program at Keck School of Medicine of USC
Master's degree, Physician Assistant
2001 — 2004
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