Susie Perry, CFP®, is a Senior Wealth Advisor at Whitwell & Co. with more than 30 years of experience in financial services. The majority of her career has centered on financial planning and investment portfolios, and she also spent several years at a CPA firm concentrating on tax work, experience that continues to inform how she weaves tax strategy into a client’s plan.
Susie loves getting to know clients and hearing their life stories, understanding what they hope for in the future, and working alongside them to reach their personal and family financial goals. She knows the path to retirement, and the transition into it, looks different for everyone, and she takes real satisfaction in finding solutions tailored to each person’s objectives.
She holds a B.A. in Economics from Wheaton College in Illinois and an MBA from the University of Maryland, and she is a Certified Financial Planner (CFP®) professional. A lifelong equestrian, Susie has owned horses for most of her adult life; therapeutic horseback riding is especially close to her heart, after she witnessed its healing power as a high school student. Her beloved Quarter Horse is now in his senior years, and the two enjoy quiet trail rides together. When she is not at the barn, she is usually outside with her three German Shepherds.
Why Choose a CFP® Professional
Most people think all financial planners are certified. They are not. Just about anyone can use the title "financial planner." Only those who have met the CFP Board's rigorous requirements, including a comprehensive certification exam and several years of qualified experience, can call themselves a CFP® professional.
The CERTIFIED FINANCIAL PLANNER™ designation is the profession's gold standard for comprehensive financial planning. CFP® professionals are held to three fiduciary duties that protect you:
Place the client's interests above the professional's own and above those of any third party. Disclose and manage every material conflict.
Act with the care, skill, prudence, and diligence a prudent professional would exercise, in light of the client's goals, risk tolerance, and circumstances.
Comply with the terms of the engagement and reasonable client directions, while still acting in the client's best interest.