Susan Green

Susan Green Email and Phone Number

Relationship Manager and Research Associate @ Sterling Wealth Partners
tustin, california, united states
Susan Green's Location
Tustin, California, United States, United States
About Susan Green

Susan Green is a registered non-solicitor of USA Financial Securies Corp., A registered investment advisor located at 6020 E. Fulton St., Ada,MI 49301, Sterling Wealth Partners is not affiliated with USA Financial Securities Corp. CA License 0H46068Please read our Commenting Guidelines found at: http://www.sterlingwpartners.com/commenting-guidelinesAt Sterling Wealth Partners, we take a holistic approach to evaluating your most important priorities. Whether you are looking for guidance about how to plan and protect your family’s financial situation, or whether you are transitioning into the golden years and need to create strategies for income replacement, and make medicare and insurance choices, we are here to help. We provide comprehensive planning that will help you evaluate your options in key areas: retirement planning, investment management, insurance strategies, and medicare options. I am committed to providing clients with the special attention, resources, education and information that helps them assess and evaluate your options in these areas.

Susan Green's Current Company Details
Sterling Wealth Partners

Sterling Wealth Partners

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Relationship Manager and Research Associate
tustin, california, united states
Employees:
6
Susan Green Work Experience Details
  • Sterling Wealth Partners
    Relationship Manager And Research Associate
    Sterling Wealth Partners Jan 2023 - Present
  • Sterling Wealth Partners
    Financial Strategist
    Sterling Wealth Partners May 2016 - Present
    Roseville, Ca And Tustin, Ca
  • C&C Wealth Advisory Group
    Financial Strategist
    C&C Wealth Advisory Group Jan 2013 - May 2016
    151 Yorba St. Suite 200 Tustin, Ca 92780
    Check Susan’s background on FINRA’s BrokerCheck at: http://brokercheck.finra.org/Individual/Summary/5890787
  • Morgan Stanley Wealth Management
    Financial Advisor
    Morgan Stanley Wealth Management Feb 2011 - Nov 2012
    Orange County, California
  • Geeknet
    Managing Director, West
    Geeknet Jun 2007 - Sep 2010
  • Pc World Communications
    Associate Publisher West
    Pc World Communications 1996 - 2007
  • Reed Elsevier (Formerly Cahners Publishing)
    Regional Sales Manager
    Reed Elsevier (Formerly Cahners Publishing) 1984 - 1996

Susan Green Education Details

  • Indiana University Bloomington
    Indiana University Bloomington
    Bs

Frequently Asked Questions about Susan Green

What company does Susan Green work for?

Susan Green works for Sterling Wealth Partners

What is Susan Green's role at the current company?

Susan Green's current role is Relationship Manager and Research Associate.

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Susan Green attended Indiana University Bloomington.

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    brightgreenmarketing.com, colorado.edu, colorado.edu, colorado.edu

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