What is Cfp Susan Fargo email address?

Cfp Susan Fargo's primary email address is ******@sdccu.com. To view the full verified email and additional contact details, sign up for free with Muraena.

What company does Cfp Susan Fargo work for?

Cfp Susan Fargo is a Senior Vice President, Investment Services at San Diego County Credit Union, a company specializing in Depository Credit Intermediation.

Where Cfp Susan Fargo graduated from?

Cfp Susan Fargo holds a degree in Political Science And Government from University of Kansas.

How can I directly contact Cfp Susan Fargo?

To contact Cfp Susan Fargo directly, you can use the email address ******@sdccu.com. Complete contact information is available upon registration with Muraena.

Who is Cfp Susan Fargo?

Susan Fargo is a seasoned executive with a robust background in financial services and business leadership. Currently serving as the Senior Vice President of Investment Services at San Diego County Credit Union, she excels in sales enablement, strategic planning, and client relationship management. With over two decades of experience, Susan has held key leadership roles, including COO at Symbio Financial Partners and SVP at LPL Financial. Her expertise spans various areas, including retirement planning, asset allocation, and wealth management. Susan is known for her transformative approach, driving significant operational and financial improvements. She holds a Bachelor's Degree in Political Science from The University of Kansas and is a Certified Financial Planner. Passionate about coaching and training, she is dedicated to fostering talent within her teams and enhancing customer experience.