Susan Johnson, CRPS®
Susan Johnson brings more than 20 years of experience in the financial services industry, helping individuals and organizations navigate retirement planning and financial wellness. Throughout her career, she has worked with retirement plan sponsors and participants across both nonprofit and for-profit sectors, providing education and guidance designed to help individuals make informed financial decisions. Susan is passionate about empowering employees through financial education and helping them develop strategies that support their long-term financial goals.
As a Chartered Retirement Plans Specialist (CRPS®), Susan leverages her expertise in retirement planning, investment strategies, and financial coaching to deliver meaningful educational experiences. She earned a degree in Finance from Central Connecticut State University and holds FINRA Series 7 and Series 63 licenses, as well as Life, Accident, and Health Insurance licenses. Her commitment to ongoing professional development and client education helps individuals build confidence and achieve greater financial well-being.
Please Note: Limitations. Professional designations, certifications, degrees, or licenses, recognition by publications or organizations, membership in professional organizations, or prior experience or success should not be construed by a client or prospective client as a guarantee of a certain level of results or satisfaction if Wealthspire is engaged, or continues to be engaged, to provide investment advisory services.
