Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Susanna? Claim Your ProfileSusanna Van rooyen is an investment advisor representative with Root Financial Partners. Susanna has been in the industry since 2015 and has held positions at several firms. Susanna is currently registered with the state of California and Washington. Susanna's experience and education have given her a deep understanding of financial planning and investing. Susanna is passionate about helping individuals and families achieve their financial goals. Susanna can help you with a range of services, including portfolio management, financial planning, and selection of other advisors.
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.
Guidance on pension options to ensure a secure financial future.
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.
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WA
02/19/2025 - Present
Root Financial Partners (Port Townsend WA)
Active
Inactive
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