Susan Wanamaker

Background

About Susan Wanamaker

Creating the lifestyle you want requires taking proper control of your resources. As a Financial Advisor, my role is to understand what is important to you and create an investment strategy that is in alignment with your goals and values. I recognize that your life goals are more than just dollar signs, and that most personal financial decisions reflect lifestyle, dreams and values. For over twenty years, I have been helping my clients with investment strategies and retirement planning. As a former writer and teacher, I also bring soft skills to the planning process, communicating technical information in user-friendly terms. With my specialized background, I have helped clients in managing difficult transitions such as divorce or the death of a family member. As Senior Advisor with the Wanamaker Randall Group at Beacon Financial Partners, we provide investment and financial planning advice so our clients can focus on other things - family, work, interests, and the activities they love. I would welcome a connection if: • You would like to learn more about how we can help you meet your life goals • You see synergies between my background and your organization • You have a passion for physical fitness, yoga, skiing, tennis or travel swanamaker@beaconplanners.com Work: 216.910.1881 Cell: 215.275.4393 Advisory services offered through Lincoln Investment or Capital Analysts, Registered Investment Advisers. Securities offered through Lincoln Investment, Broker Dealer, Member FINRA/SIPC. Beacon Financial Partners and the above firms are independent and non-affiliated.*Certified Financial Planner Board of Standards, Inc.(CFP Board) owns the CFP® certification mark, the CERTIFIED FINANCIAL PLANNER™ certification mark, and the CFP® certification mark (with plaque design) in the United States, which it authorizes use of by individuals who successfully complete CFP Board’s initial and ongoing certification requirements.