Susan L. Powers CFA, CPA, CFP®, CPFA

Co-Founding Partner
1 404 720 8220

Contact Susan

Specialties:

  • Focus on life transitions, women investors & small businesses
  • Retirement Plan Specialist

Former Fidelity executive, managed Fidelity’s $1.2 trillion 401(k) investment consulting practice

20+ years of experience, frequent guest speaker on Wharton Business Radio on Sirius XM