Susan Olson, Ms, Cfp®
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Susan Olson, Ms, Cfp® Email & Phone Number

Financial Advisor and Partner at Abacus Wealth Partners
Location: Sebastopol, California, United States 3 work roles 5 schools
1 work email found @abacuswealth.com 5 phones found area 215, 310, 707, and 888 LinkedIn matched
✓ Verified May 2026 4 data sources Profile completeness 100%

Contact Signals · 1 work email · 5 phones

Work email s****@abacuswealth.com
Direct phone (215) ***-****
LinkedIn Profile matched
3 free lookups remaining · No credit card
Current company
Role
Financial Advisor and Partner
Location
Sebastopol, California, United States
Company size

Who is Susan Olson, Ms, Cfp®? Overview

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Quick answer

Susan Olson, Ms, Cfp® is listed as Financial Advisor and Partner at Abacus Wealth Partners, a company with 59 employees, based in Sebastopol, California, United States. AeroLeads shows a work email signal at abacuswealth.com, phone signal with area code 215, 310, 707, 888, and a matched LinkedIn profile for Susan Olson, Ms, Cfp®.

Susan Olson, Ms, Cfp® previously worked as Financial Advisor at Abacus Wealth Partners and Executive Director at Sebastopol Independent Charter School. Susan Olson, Ms, Cfp® holds Certified Financial Planner® from University Of California, Los Angeles.

Company email context

Email format at Abacus Wealth Partners

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{first}@abacuswealth.com
89% confidence

AeroLeads found 1 current-domain work email signal for Susan Olson, Ms, Cfp®. Compare company email patterns before reaching out.

Profile bio

About Susan Olson, Ms, Cfp®

Susan Olson, Ms, Cfp® is a Financial Advisor and Partner at Abacus Wealth Partners. She possess expertise in nonprofits, human resources, grant writing, program development, workshop facilitation and 31 more skills. Colleagues describe her as "Susan came to the Sebastopol Independent Charter School almost 4 years ago, and brought new vitality to the campus, the pedagogy and the curriculum. She works tirelessly to provide a rich environment with incredible syllabus on a fantastically tight budget. She's supportive to the teachers, the children and the community and has a pragmatic approach to solving the occasional problems that arise, although there seems to be few."

Listed skills include Nonprofits, Human Resources, Grant Writing, Program Development, and 32 others.

Current workplace

Susan Olson, Ms, Cfp®'s current company

Company context helps verify the profile and gives searchers a useful next step.

Abacus Wealth Partners
Abacus Wealth Partners
Financial Advisor and Partner
santa monica, california, united states
Employees
59
AeroLeads page
3 roles · 28 years

Susan Olson, Ms, Cfp® work experience

A career timeline built from the work history available for this profile.

Financial Advisor

Current

San Francisco Bay Area, CA

I serve as a financial advisor and planner for philanthropic clients around the country who wish to take control of their finances, invest in a way that aligns with their values, and generally de-stress all things money in their lives. Working with women in transition is a specialty area of mine.

Feb 2014 - Present

Executive Director

Sebastopol Independent Charter School

For eight years Susan served as the Superintendent, Principal, and CFO of one of the longest running and most successful public charter schools in the country. Responsibilities included directing all HR matters, strategic planning, budget management and forecasting, public relations, safety, student discipline, programming, and otherwise managing a.

Apr 2005 - Jun 2013

Administrator

Pasadena Waldorf School

Oversaw all administrative staff and operations matters, including budget, admissions, physical plant, safety, community relations, communications, and Board leadership selection. Was part of select leadership team that decided programming and staffing of teaching staff.

1998 - 2001 ~3 yrs
Team & coworkers

Colleagues at Abacus Wealth Partners

Other employees you can reach at abacuswealth.com. View company contacts for 59 employees →

5 education records

Susan Olson, Ms, Cfp® education

M.A., Geography

Activities and Societies: Female-owned small businesses and micro-finance networks in Nigeria; Hausa languageI studied the Hausa language.

B.A., Political Science, Education

Studied the effects of colonialism in Africa, and embarked on the continuously evolving and life-changing path of becoming a great teacher.

FAQ

Frequently asked questions about Susan Olson, Ms, Cfp®

Quick answers generated from the profile data available on this page.

What company does Susan Olson, Ms, Cfp® work for?

Susan Olson, Ms, Cfp® works for Abacus Wealth Partners.

What is Susan Olson, Ms, Cfp®'s role at Abacus Wealth Partners?

Susan Olson, Ms, Cfp® is listed as Financial Advisor and Partner at Abacus Wealth Partners.

What is Susan Olson, Ms, Cfp®'s email address?

AeroLeads has found 1 work email signal at @abacuswealth.com for Susan Olson, Ms, Cfp® at Abacus Wealth Partners.

What is Susan Olson, Ms, Cfp®'s phone number?

AeroLeads has found 5 phone signal(s) with area code 215, 310, 707, 888 for Susan Olson, Ms, Cfp® at Abacus Wealth Partners.

Where is Susan Olson, Ms, Cfp® based?

Susan Olson, Ms, Cfp® is based in Sebastopol, California, United States while working with Abacus Wealth Partners.

What companies has Susan Olson, Ms, Cfp® worked for?

Susan Olson, Ms, Cfp® has worked for Abacus Wealth Partners, Sebastopol Independent Charter School, and Pasadena Waldorf School.

Who are Susan Olson, Ms, Cfp®'s colleagues at Abacus Wealth Partners?

Susan Olson, Ms, Cfp®'s colleagues at Abacus Wealth Partners include Kasey Mcmanis, Cfp®, Elise Faur, Zivia Beniflah, Angela Spirrison, and Karolina Götz.

How can I contact Susan Olson, Ms, Cfp®?

You can use AeroLeads to view verified contact signals for Susan Olson, Ms, Cfp® at Abacus Wealth Partners, including work email, phone, and LinkedIn data when available.

What schools did Susan Olson, Ms, Cfp® attend?

Susan Olson, Ms, Cfp® holds Certified Financial Planner® from University Of California, Los Angeles.

What skills is Susan Olson, Ms, Cfp® known for?

Susan Olson, Ms, Cfp® is listed with skills including Nonprofits, Human Resources, Grant Writing, Program Development, Workshop Facilitation, Staff Development, Leadership Development, and Public Speaking.

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