Suzanne Norman, Cima®, Cpcc Email & Phone Number

Suzanne is a certified coach, writer, speaker, and financial literacy expert who follows the motto, “Scientia potentia est.” And when you have self-knowledge – who you are and what you want – you are much more likely to get it.Suzanne is committed to helping strengthen the financial lives of women. With over three decades in the investment management industry as a consultant and leader at Milliman Financial Risk Management, AllianceBernstein, Merrill Lynch, and Wells Fargo Securities, she harnessed many of her best practices to start her coaching and consulting business in order to help women and their male allies attain strong financial skills. Her belief- women are only truly empowered when they have confidence in this aspect of their lives. For this reason, she created her “Whealthy Woman” series to teach these skills.Suzanne’s consulting work also includes roles as an Education Fellow for the Retirement Income Institute, a Senior Education Advisor for the Alliance for Lifetime Income (501c6), and as an Advisor for the Grossman School of Business’ Women in Leadership Program at the University of Vermont.Suzanne holds a BA in Psychology and is a Certified Professional Co-Active® Coach (CPCC) and Positive Intelligence Coach®. She also holds a Certificate in Women in Leadership from Cornell and is a Certified Investment Management Analyst® (CIMA®).To greater serve her community, Suzanne serves on the Boards of several Boston-based non-profit organizations and Co-Chair's CFA Society Boston Financial Literacy Initiative. She is also an active volunteer with Up With Women and the Anaya Tipnis Foundation.When she’s not helping clients with their mental fitness and financial well-being, she enjoys pursuing her love of travel (closing in on 50 countries!), the outdoors, photography, and her vacation home on Cape Cod.