Suzanne H. Christian, CFP®, AEP 

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  • 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

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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