Suzanne  Stepan,  CFP<sup>&reg;</sup> - Financial Advisor

Suzanne Stepan, CFP®

CFA,

Wealth Management Advisor

160 East State St, Suite 200
Traverse City, MI 49684

General

Suzanne Stepan is a CERTIFIED FINANCIAL PLANNER™ professional and member of the Financial Planning Association. Serving clients at in Traverse City, MI and the surrounding communities.

Financial Advisor Certifications

Securities Registrations or Exam Qualifications

Designations & Certifications

  • CERTIFIED FINANCIAL PLANNER™ (CFP®)
  • Chartered Financial Analyst (CFA)

Broker-Dealer Affiliation

None/NA

Helpful Financial Planning Resources