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Susan L. Powers CFA, CFP®, CPA, CPFA
Co-Founder & COO
1 404 720 8228 | 1 706 817 4500
Specialties:
- Focus on life transitions, women investors & small businesses
- Retirement Plan Specialist
Former Fidelity executive, managed Fidelity’s $1.2 trillion 401(k) investment consulting practice
20+ years of experience, frequent guest speaker on Wharton Business Radio on Sirius XM