Susan Gustafson Email and Phone Number

As a Senior Client Service Manager, Susan supports Michael L. Gustafson, CFP®’s independent financial planning practice at Focus Financial in Minneapolis, MN. With over 20 years in the financial planning industry, she supports a practice that specializes in comprehensive financial planning for executives, families, retirees, and businesses. Together they are dedicated to delivering confidential and consistent financial planning and advice to help client’s navigate through the investment planning process. They respect their clients' ideas for handling their money. As a team they take pride in strong ongoing client relationships and a dedication to the client’s needs and financial success.Susan maintains her Series 7 and Series 63 licenses. She provides client service on behalf of Mike’s practice at Focus Financial. Focus Financial is a leading independent financial advisory firm focused on providing comprehensive wealth management and financial planning services to clients since its inception in 1993. Together they use their independent status to leverage a variety and depth of investment products in the marketplace to help achieve their client’s objectives. They have a vested interest in the client’s success. Through quality planning and execution, they make it a priority to fit clients with strategies that account for the client’s personal needs and objectives. Their independent status allows them to leverage a variety and depth of investment products in the marketplace. They believe that their independent status is key to offering investment advice based on what’s best for clients.Practice Specialties:-- Asset management services-- Investment portfolio management-- Retirement income solutions-- Education funding-- Stock options & deferred compensation strategies-- Wealth management and estate planning-- Charitable giving and gifting-- Small business retirement plans