Susan Isaacson, JD, LLM, CFP®, CPA (Inactive), PFS
Sue became part of the Personal Wealth Partners team in 2012. She has 35 years of experience serving the needs of individuals, families and business owners seeking comprehensive financial strategies and personalized asset management strategies.
As a CERTIFIED FINANCIAL PLANNER™ (CFP®) and Personal Financial Specialist (PFS), Sue adheres to high standards of care in the development of sophisticated, tax-efficient investment strategies for affluent investors. She brings particular experience in the areas of retirement and estate planning, tax strategies, and employee benefits.
Sue attended the University of Missouri – Columbia, where she earned a Bachelor of Science in Business Administration with a major in Accounting. She holds a Master of Laws in Taxation (LLM) from William Mitchell College of Law and a Juris Doctorate (JD) degree from the University of Minnesota Law School. Sue is licensed as an attorney and has a background as a Certified Public Accountant (CPA - Inactive) in the State of Minnesota. Sue holds the FINRA/NASAA Series 7, 63, 65, and 66 Licenses with LPL Financial.
Sue is an ardent and adventurous traveler. She also enjoys skiing, biking and hiking with her husband, Bernie.