Susan M. Wilkinson, CFP<sup>&reg;</sup> - Financial Advisor

Susan M. Wilkinson, CFP®

President

Wilkinson Wealth Management

889 EAST RIO COURT, A
CHARLOTTESVILLE, VA 22901
FINANCIAL ADVISOR'S WEBSITE
(434) 202-2521 CONNECT WITH Susan
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General

Susan Wilkinson is a CERTIFIED FINANCIAL PLANNER™ professional and member of the Financial Planning Association. Serving clients at Wilkinson Wealth Management in CHARLOTTESVILLE, VA and the surrounding communities.

Financial Advisor Certifications

Securities Registrations or Exam Qualifications

7, 9, 10, 31, 63, 65

Designations & Certifications

  • CERTIFIED FINANCIAL PLANNER™ (CFP®)
  • Other - Certified Divorce Financial Analyst (CDFA)

Insurance Licenses

  • Life insurance: VA, FL, DC, DE, GA, KY, MD, ME, NC, NJ, NY, SC
  • Fixed annuities: VA, FL, DC, DE, GA, KY, MD, ME, NC, NJ, NY, SC
  • Variable annuities: VA, FL, DC, DE, GA, KY, MD, ME, NC, NJ, NY, SC

Broker-Dealer Affiliation

LPL Financial

Broker-Dealer Disclaimer

Securities offered through LPL Financial, Member FINRA/ SIPC. Advisory services offered through Private Advisor Group, a registered investment advisor. Wilkinson Wealth Management and Private Advisor Group are separate entities from LPL Financial.
FINRA BrokerCheck

Financial Advisor's Specialties

Attending College, 401(k)/403(b)/IRAs, Buying a Home, Charitable & Planned Giving, Annuities, Asset Allocation, Career Change, Estate Planning, Corporate Finance, Investment Management, Government & Military, Getting Divorced, Employee Benefits, Limited Partnerships, Mutual Funds, Irregular Income, Insurance, Real Estate, Job Loss, Minority Financing, Startup, Retirement, Stocks & Bonds, Life Planning, Long-term Care, Succession Planning, Tangible Assets, Sudden Wealth, Men's Finances, Nontraditional Households, Personal Taxes, Women's Finances

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