The Stanich Group

Suzanne sets herself apart in that she first seeks to understand her clients' needs, fears, and dreams, and then collaboratively implement and maintain a customized plan to move them closer to their personal financial goals. She hopes to empower her clients to experience financial clarity and peace of mind. She earned the Chartered Financial Analyst (CFA) designation in 2006, and holds both a bachelor's degree in Economics from Carleton College and a master's degree in Economics from Claremont Graduate University. When she's not working, Suzanne is gardening with enthusiasm but not competence, practicing yoga and strength training, singing too loudly in her kitchen, co-leading her daughter's Girl Scout troop, and studying for her CERTIFIED FINANCIAL PLANNER® (CFP®) exam. Suzanne lives in Portland, Oregon with her two children, and serves clients nationwide. To learn more about Suzanne, connect with her on . Meet with Suzanne