Susan L. Powers CFA, CFP®, CPA, CPFA

Co-Founder & COO
1 404 720 8228 | 1 706 817 4500

Contact Susan

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