Susan Elser Email & Phone Number
President @ Elser Financial Planning
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Susan Elser Location
- Indianapolis, IN, US
Susan Elser Work
- 2004 -now President @
- 2000 -2004 Sr. Client Service Manager @
- 1996 -2000 Broker @ Charles Schwab & Co
Susan Elser Education
- Indiana University Bloomington
B.A. (Economics major, Finance and Philosophy minors)
1981-1985 - Bosse
Susan Elser Skills
- Estate Planning
- Strategic Financial Planning
- Tax
- Mutual Funds
- Asset Allocation
- Wealth Management
- Financial Planning
- Investment Advisory
- Certified Financial Planner
- Customer Service
- Long Term Care
- Personal Financial Planning
- Investments
- Financial Planners
- Sellers
- Buyer Representation
- Portfolio Management
- Wealth
- Planning
- Retirement Planning
- Management
- Services
- Life Insurance
- Financial Services
- High Net Worth Individuals
- Financial Advisory
- Disability Insurance
- Finance
- Investment Strategies
- Succession Planning
- Personal Finance
- Asset Management
- Investment Management
- Retirement
- Fee Only Financial Planning
- 401k
- Strategic Planning
Susan Elser Summary
- Susan Elser, based in Indianapolis, IN, US, is currently a President at Elser Financial Planning. Susan Elser brings experience from previous roles at Oxford Financial Group, Ltd. and Charles Schwab & Co. Susan Elser holds a 1981 - 1985 B.A. in Economics major, Finance and Philosophy minors @ Indiana University Bloomington. With a robust skill set that includes Estate Planning, Strategic Financial Planning, Tax, Mutual Funds, Asset Allocation and more. Susan Elser has 2 emails and 2 mobile phone numbers on RocketReach.
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