Susan E. Pack, CFP<sup>&reg;</sup> - Financial Advisor

Susan E. Pack, CFP®

CPA/PFS, CKA®

Managing Principal

Pomeroy Financial Planning, LLC

7850 Five Mile Rd
Cincinnati, 45230-2356
+ 1 More Location

Pomeroy Financial Planning, LLC

Anderson Township
Cincinnati, OH 45255
FINANCIAL ADVISOR'S WEBSITE
(513) 802-8898

General

Susan Pack is a CERTIFIED FINANCIAL PLANNER™ professional and member of the Financial Planning Association. Serving clients at Pomeroy Financial Planning, LLC in Cincinnati, and the surrounding communities.

Financial Advisor Overview

Since 1996, we have helping clients define and achieve the best life possible.

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Financial Advisor Experience

I began my financial planning career as CPA for a major law firm in the Estate, Trust and Tax Group, I saw how lives were ending, financially speaking, and became curious about the decisions people made along the way. The driving force for me professionally became helping clients define and achieve their own prosperity. I spent some time with a large fee-only planning firm and then launched Pomeroy Financial Planning in 1996.

Financial Advisor Certifications

Securities Registrations or Exam Qualifications

Designations & Certifications

  • CERTIFIED FINANCIAL PLANNER™ (CFP®)
  • Certified Public Accountant (CPA)
  • Personal Financial Specialist (PFS)
  • Other - CKA

Broker-Dealer Affiliation

None/NA

Broker-Dealer Disclaimer


Financial Advisor's Specialties

Comprehensive Financial Planning, Asset Allocation, Estate Planning, Investment Management, Life Planning, Retirement

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Helpful Financial Planning Resources