Susan Saleem, MBA, CFP

Susan Saleem, MBA, CFP

Susan is a Certified Financial Planning Professional and has been practicing for over 19 years.The foundation of her life's work has always been working with families and helping them realize their dreams. 

Susan is passionate about Financial Planning; fitting all the moving pieces together in a way that is both focused and flexible. Always looking to improve she earned her MBA in Finance in 1988 and obtained the CFP® designation from one of the most respected programs in the industry, in 2004. 

Susan has been married for 40 years and has 2 fantastic children. Tahira and Jon. One of Susan's other joys is her grand kids. She currently has 4 grandchildren. Spending weekends with them  and going on short vacations has provided a special enjoyment in this 3rd stage of life.  

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Phone (832) 886-2080