Verified recordInvestment Management

Susan John

Managing Director Financial Planning, Private Client Advisor at F.L.Putnam Investment Management Company

Based in Wolfeboro, United States

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Seniority

C-Team

Department

Finance & Accounting

Location

Wolfeboro

Industry

Investment Management

Company size

141

Contact information

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Email

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s•••••••@flputnam.com

Phone

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Background

About Susan John

SUSAN MACMICHAEL JOHN, CFP® was the founder and President of Financial Focus, Inc. A fee-only financial planner, Susan established Financial Focus, Inc. in 1995. Financial Focus provides comprehensive planning services to northern New England professionals, retirees, and families. Susan has been providing personal and business financial planning services since 1985 and obtained her Certified Financial Planner credential in 1989. She is a member of the FPA (Financial Planning Association) and NAPFA (National Association of Personal Financial Advisors). Susan has spent several terms on NAPFA’s Board of Directors where she served as Chair from 9/10-8/12. She developed NAPFA’s “Transition to Fees” workshops and “Fiduciary Oath.” She served as NAPFA’s Government Affairs Liaison from 1994 through 2003. She currently serves on NAPFA's Public Policy Committee. Susan is a 1994 recipient of IBM’s Visionary Leaders Award and a Recipient of NAPFA’s Distinguished Service Award. She has served as Director and is a Past President of the E. Stanley Wright Museum Foundation. She has been cited repeatedly by Worth Magazine and Medical Economics as one of the best financial advisors in America. Financial Focus was included in Bloomberg Personal Finance’s top 200 firms for over three years. Ms. John has been quoted in the Wall Street Journal, Dow Jones Investment Advisor, Medical Economics, Parenting, and other professional publications. Susan has been a speaker at NAPFA, FPA, Information Management Network and NH Women’s Fund events. Susan recently served as Vice President of the Board of Directors of the Central New Hampshire Visiting Nurse Association. Susan is the 2019 Chair CFP Board. Current Activities Include: Director: Central NH VNA & Hospice Director CFP Board Advisory Board : Nancy Clement Beck Fund Advisory Board: E. Stanley Wright Museum Specialties: Retirement distribution planning; family owned real estate planning;

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