Susan Finefrock, CFP® / Wealth Management Solutions, LLC


About

Susan Finefrock is a trusted financial planner and investment advisor focusing on developing customized financial planning, wealth preservation and retirement accumulation strategies. Customized financial planning includes; estate, trust, tax, college and retirement planning. Susan weaves a financial education philosophy into her client interactions, insuring that each client has pertinent information to make informed decisions about their financial future. She has expanded her educational approach by regularly authoring and publishing articles and delivering educational workshops for both teens and adults. Prior to joining Wealth Management Solutions, Susan was with Money Concepts Capital Corp. as a Senior Financial Advisor. She holds her Series 7, 63, and 65 securities registrations and her Life, Annuity and Health Insurance licenses. In addition, Susan holds the CERTIFIED FINANCIAL PLANNER™ designation. Susan is a graduate of Wittenberg University in Springfield, Ohio and attained her Master’s of Business Administration from the University of Cincinnati in Cincinnati, Ohio. Susan is not only active in the Olde Worthington community but also in numerous charitable and service organizations. Those organizations where she performs an active role are, The Humane Society of the United States, ZONTA in support of the Amethyst House, the Human Rights Campaign, and the Women’s Leadership Council of the United Way. Other groups she is involved in include, LifeCare Alliance - Meals on Wheels, Professional Resource Opportunity Service(PROS) at the Ohio Small Business Development Center (SBDC) at Columbus State Community College, the Executive Women’s Golf Association (EWGA), Dames Bond, Gold Star, the Wise Women Series of the Ohio Department of Development, and the Wittenberg University Alumni Association. Susan has a passion for animals in need, having fostered and adopted numerous special-needs dogs. She understands the importance of never giving up on an animal that may just need love and attention as well as, a safe place to call home. Susan has hosted charity golf tournaments to raise money and awareness to end puppy mill activity in Ohio. She feels strongly that ending puppy mills would dramatically reduce the number of dogs in shelters and in pure-breed rescue organizations. Her hobbies include travel, gourmet cooking, wine collecting, photography, spinning, golf, Ohio State athletics and spending time with family, friends and her pets. ------------------------------------------------------------------------------------------------------------------------------------------------------ Susan Finefrock is a registered representative of and offers securities through Cetera Advisor Networks LLC. Member FINRA and SIPC. Investment Advisory and Financial Planning services offered through Vantage Financial Group, Inc. Neither Wealth Management Solutions nor Vantage Financial Group, Inc. are affiliated with Cetera Advisor Networks LLC.

Contact

575 Charring Cross Rd.
Suite #100
Westerville, Ohio 43081
United States

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Contact

614-942-1305


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