Susan first showed interest in finance when she started balancing her parent’s checkbook in the 3rd grade. Even at that age, she was already more interested in saving money than spending it. She decided to become a financial advisor when she saw how the cost of care for her grandmother with dementia impacted her family. They were forced to make difficult decisions when they started spending their retirement savings to care for her.
Real World Experience
Five years into her career as a financial advisor, the unthinkable happened, and Susan became a widow at 40. She had been talking to people for years about protecting themselves in case life took an unexpected turn. The knowledge she gained as an advisor helped her through this challenging period. It made her more determined to share her knowledge with others, especially women going through a life transition.
Susan earned her MBA from the University of Chicago Graduate School of Business. She got her bachelor’s degree in International Business with a minor in broadcast media from Oregon State University. While at Oregon State, she spent a year abroad at the Institute of Technology in Sydney.
As a CERTIFIED FINANCIAL PLANNER™ (CFP®), Susan works with clients to create a comprehensive long-term financial plan that encompasses wealth management, risk management, long-term care planning, estate planning, and many other areas. As a Certified Divorce Financial Analyst® (CDFA®), she helps clients understand the financial implications of their divorce and develop strategies that allow them to move confidently through this transition.
Family, Charities, and Adventure
Susan has been lucky enough to live in several states, Australia, and Hong Kong. She enjoys traveling and spending time with friends and family all over the country. Susan is an active member of the Rotary Club of Albuquerque and on the Albuquerque Rotary Charitable Foundation board. She also supports several charities, including Canine Companions and the Domestic Violence Resource Center of Albuquerque.
Any opinions are those of Susan Kroger and not the TheMillionaireInsider®.