Susan Soesbe (CRD# 5014944) is an Investment Advisor Representative working at Soesbe Financial in Sacramento, CA and has over 16 years of experience in the finance industry. Susan Soesbe has taken additional exams to become a Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification Examination, pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which put clients' interests first and comply with the Financial Planning Practice Standards.
CRD# 2464546
Capital Planning Advisors LLC
CRD# 5156625
Dynamic Wealth Strategies, LLC
CRD# 2923073
Captrust
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Soesbe Financial, LLC | Sacramento, CA | Jan 2020 - Current | 4 |
| Soesbe Tax Services | Sacramento, CA | Feb 2006 - Dec 2020 | 14 |
| Symphony Financial Planning LLC | Davis, CA | Feb 2006 - Feb 2020 | 14 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S65 | NASAA Investment Advisors Law Examination | Jul 2007 |
- CA
-
Total Assets Under Management49MILLIONS
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Total Number of Accounts108ACCOUNTS
-
Average Account Value$452,873
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Educational seminars/workshops
CA
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