Susan Warren CFP®
Susan is one of four financial planners on the Advisors Financial staff. She works with families (all three generations of some families!) and individuals to tailor financial plans to fit their unique needs. Aside from working with her own clients, Susan is the go-to person for federal benefits planning and takes a special interest in estate planning issues.
Susan holds a Bachelor of Arts degree in English from the University of Virginia. Prior to joining the firm in 2007, Susan worked for 15 years as a writer for a group of building industry magazines. She assumed her current role in 2009 after completing the financial planning program at Georgetown University.
Susan is a native Arlingtonian who returned to the area in 1998 after a stint living in Zimbabwe and Botswana. She and her husband are parents of three and are recent empty nesters. She is a long-time quilter, an enthusiastic Washington Nationals fan and a New York Times crossword puzzle addict.
EDUCATION AND CERTIFICATIONS:
- CERTIFIED FINANCIAL PLANNER™
- Financial Planning Certificate, Georgetown University, 2009
- Bachelor of Arts degree in English from the University of Virginia
- Registrations: Series 63 and 65
NorthernVirginia MAGAZINE, 2021, 2022, 2023, 2024 TOP FINANCIAL PROFESSIONALS
*The Northern Virginia Magazine's list of top financial professionals in NOVA is based on a survey encompassing all financial professionals in Northern Virginia.
*It's important to note that professional designations, certifications, degrees, licenses, recognitions by publications or organizations, memberships in other professional organizations, or prior experience does not guarantee specific results or satisfaction for Advisors Financial clients that are engaging in investment services.