About Claremont's Trusted Financial Planner

Suzanne H. Christian, CFP®, AEP

CERTIFIED FINANCIAL PLANNER™ Practitioner
Registered Investment Advisor, Accredited Estate Planner
Branch Manager with the national investment firm of LPL Financial

Education

Bachelor's degree from University of California, Los Angeles
Master's degree from Redlands University
CFP designation from College of Financial Planning through USC
True Wealth Institute

Specialties in Investment, Insurance, & Financial

Financial planning for individuals, families, businesses
Estate Planning: Trusts, Charitable Giving
Retirement plans: 401 K, 403b, TSA, Profit Sharing, Keoghs
IRA Rollover Specialist
Hostess of TV show "Money Talks" on Channel 29 in Claremont since 1992
Presenter at Seminars and Workshops; Estate Planning, Retirement Planning,
Tax and Money Management, Women and Finances

Type of Compensation

By agreement of the parties, fee, commission. referrals. or a combination

Awards

America's Top Financial Planner's Award 2008
The 10 Most Dependable Wealth Managers Award 2006
Who's Who in America
Who's Who in Business & Finance in America
Who's Who of American Women
Who's Who in the West
Who's Who in the World
LPL Financial -Chairman's Club, Patriot's Club
Industry Awards: Golden Scale, President's Council, Inner Circle, Director's Council, Chairman's Club
International Athena "Businesswoman of the Year" Award

Professional Memberships and Affiliations

National Association of Estate Planners &: Councils .:. Estate Planning Council of the Pomona Valley: Past President, Board Member .:. FPA: Financial Planners Association

Licenses and Registrations

Insurance: Life, Disability, Health
California Real Estate
Securities: 6, 7, 22, 24, 51,53

Community Organizations

Claremont Colleges Garrison Theater: Past President
Claremont Chamber of Commerce: Past President of the Board
Harvey Mudd College Galileo Society: Past Board Member, Galileo Society
Claremont Rotary International: Past Board Member
Scripps College Fine Arts Association: Past Treasurer
Casa Colina Rehabilitation Hospital: Past Board Member
YWCA: Past Board Member

Suzanne H. Christian, CFP ®
LPL Branch Manager

phone 909.625.1052

www.suzanne-christian.com

Email: suzanne.christian@lpl.com

External Links: FINRA | SIPC