ADVISOR BIO

Susan Leivas-sturner is an investment advisor representative with Avantax Advisory Services. Susan has been working in the financial industry since August 2002. Susan is licensed to sell securities in 20 states. Susan is a registered representative of Avantax Investment Services, Inc. and an Investment Advisor Representative of Avantax Advisory Services. Susan holds the Series 6, Series 7, Series 63 and Series 65 licenses. Susan's office is located in Riverside, CA.

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ADVISOR BIO

Susan Brennan is a financial advisor with over 20 years of experience in the industry. Susan is registered with Wells Fargo Clearing Services, LLC and has been with them since 2011. Susan previously worked with Wells Fargo Investments, LLC. Susan provides financial planning and investment consulting services to individuals, families, and businesses. Susan holds several licenses and certifications, including Series 7, 9, 10, 24, 66, SIE, and 99TO. Susan is committed to providing her clients with personalized financial advice to help them reach their financial goals.

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ADVISOR BIO

Susan Hajek is a financial advisor with over 30 years of experience in the financial industry. She has held positions at various firms, including Edward D. Jones & Co., L.P., Mercantile Investment Services, Inc., Resource Horizons Group LLC, and Cetera Advisor Networks LLC. Susan is currently registered with Sageview Advisory Group, LLC as a Retirement Plan Consultant. Susan is committed to providing her clients with personalized financial advice and guidance to help them achieve their financial goals. Susan is a dedicated professional who is passionate about helping her clients reach their financial goals.

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ADVISOR BIO

Susan Arnold is a financial advisor with over 30 years of experience in the financial services industry. Susan is registered with Wells Fargo Clearing Services, LLC and has been with the firm since 2016. Susan also has previous experience with UBS Financial Services Inc. and Dean Witter Reynolds Inc. Susan holds a Series 7 and Series 63 license, and is also a registered Investment Advisor. Susan is based in Newport Beach, California and specializes in providing investment consulting services to institutional clients, as well as financial planning, pension consulting, and selection of other advisors.

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ADVISOR BIO

Susan Marie Rose is a registered representative with Wells Fargo Clearing Services, LLC in Victorville, CA. Susan has been in the securities industry since March 26, 2009. Susan is licensed to sell securities in the state of California. Susan is also a registered investment advisor representative. Susan has previously worked for WELLS FARGO INVESTMENTS, LLC.

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ADVISOR BIO

Susan Heeran Chung is an investment advisor representative with Equitable Advisors, LLC. Susan has been in the financial services industry since May 1998. Susan has a Series 6, 7, 63 and 65 license and holds registrations in California, Hawaii, Nevada and Texas. Susan’s previous firm was MONY Securities Corporation. Susan provides financial planning, portfolio management for businesses and individuals, pension consulting, and selection of other advisors. Susan is also a volunteer with the VITA (Volunteer Income Tax Assistance) Program and a tax preparer with Alleviate Tax.

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ADVISOR BIO

Susan Green is a financial advisor with over 30 years of experience in the financial services industry. She is currently registered with Osaic Wealth, Inc. and has offices in Camarillo and Simi Valley, California. Susan is a Certified Financial Planner™ and holds a variety of securities licenses. She has experience working with a wide range of clients, including high-net-worth individuals, families, and businesses. Susan provides a variety of financial services, including financial planning, investment management, and retirement planning.

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ADVISOR BIO

Susan Boas is a registered representative with Merrill Lynch, Pierce, Fenner & Smith Inc. in San Diego, California. Susan has been in the securities industry since 1996, working previously with Wachovia Securities, LLC, BANC of America Investment Services, INC., and BA Investment Services, INC. Susan is licensed in 40 states and is active in the securities industry as well as the investment advisory field.

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ADVISOR BIO

Susan Elizabeth Devore is a financial advisor registered with Morgan Stanley. Susan has been working in the financial industry since 1997. Susan is currently registered in 47 states and 2 jurisdictions. Susan specializes in several areas including Retirement Planning, Investment Management, Estate Planning, College Savings Plans, and Insurance Planning. Susan has also been with Morgan Stanley since 2007.

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ADVISOR BIO

Susan Gibbs is a financial advisor with Global Retirement Partners LLC. Susan has been in the financial services industry since 1988. Susan holds the Series 7 and Series 63 licenses, as well as the SIE and Series 65 exams. Susan has experience working with individuals, corporations, and pension and profit-sharing plans. Susan provides financial planning and portfolio management services. Susan's firm, Global Retirement Partners LLC, is a registered investment advisor. The firm has been in business since 2022 and has over 140 billion dollars in assets under management.

SPECIALIZATIONS