Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Susan? Claim Your ProfileSusan Ferrari is an investment advisor representative who is registered with Superior Planning, Inc. and has been in the industry since 2021. Susan has a Series 65 license and has experience providing financial planning and portfolio management services to individuals, high-net-worth individuals, and charitable organizations. Susan also works with pension and profit-sharing plans. Susan's firm has offices in San Diego, CA.
Advisors offer a broad range of advisory services designed to meet the unique needs of individuals, businesses, and investment companies. These services provide professional guidance and personalized strategies to help clients achieve their financial goals.
Comprehensive financial plans to help you achieve your personal and business goals.
Seminars designed to boost your financial literacy and investment knowledge.
Helps you choose top advisors aligned with your financial goals.
Personalized portfolio management to meet individual financial objectives.
Advisors may be compensated through a variety of fee structures, offering flexibility and transparency. This allows clients to choose the arrangement that best aligns with their financial objectives.
Set rates for specific services, regardless of time or assets managed.
A percentage of the total value of assets under management is charged.
Financial planning fees
1
2
CA
01/17/2025 - Present
Superior Planning, Inc. (SAN DIEGO CA)
Active
Inactive
Not sure Susan Ferrari is the right advisor for you? Invested Better is here to help.
