Susan Hirshman
Susan Hirshman, CFA, CFP, CPA, CWS, partners with Schwab Wealth Advisors to inspire, educate and collaborate with high-net-worth and ultra-high-net-worth clients and help them achieve their goals. She has been quoted by The Wall Street Journal, The New York Times, the New York Post, and Forbes, and has appeared on CNN, CNBC, FOX, and ABC.
Prior to joining Schwab in 2019, Susan was a managing director at J.P. Morgan. She holds an M.B.A. in Taxation from the City University of New York’s Baruch College and a B.A. in Accounting from the State University of New York at Buffalo. She is a former board member of the CFP Board of Professional Standards. She holds designations as a Chartered Financial Analyst (CFA) charterholder, Certified Financial Planner (CFP), Certified Public Accountant (CPA), and Certified Wealth Strategist (CWS).
More from Susan Hirshman
The Upshot of Gifting Appreciated Stock
5 Questions for Later-in-Life Marriages
Helping Young Adults Gain Financial Independence
Benefits of Writing a Legacy Love Letter to Heirs
Family Harmony Is Key to a Lasting Legacy
Late-in-Life Marriage: Pros, Cons, and More
5 Financial Moves to Consider Before You Get a Pet
5 Steps to Help Lower Your Financial Stress
(Bonus) Does Your Portfolio Need Decluttering?
