Susan Bowers, a Certified Financial Planner™, began her career in the financial planning industry in 1999. Her knowledge in tax planning, estate planning, investment planning, and risk management is invaluable to her clients. Susan’s experience and certifications provide clients with the expertise to advise on asset accumulation and preservation. She believes it’s critical now more than ever to review your retirement plan with an LPL financial planner who strives to act in the best interest of all of our clients.
Susan recognizes that each client has individual needs. She dedicates herself to understanding and appreciating each client's situation before making recommendations. She believes in educating clients and works diligently to help them pursue achievable goals, understand their financial portfolios, and implement strategies that assist them in attaining their retirement plans. Her priorities at Seapoint Wealth Advisors include striving for her clients to achieve long-term financial objectives and continue to receive a robust wealth management plan.
Susan earned her bachelor’s degree from the University of California San Diego. She is very passionate about education and child advocacy. She has served on numerous educational boards dedicated to advocating for all children and their education. She actively collaborates with PUSD as a leader and facilitator of community forums relating to education and how state funding is provided to local educational agencies.
Susan and her husband, Ryan, have two teenage boys who keep them extraordinarily busy, and she wouldn’t have it any other way!