NAPFA Fall 2022 National Conference Speaker

Sue Chesney owns Delegated Planning, an outsourced financial planning firm that supports other advisory firms in creating and maintaining their clients’ financial plans. She currently oversees a team of 15 planners in partnering with more than 50 firms nationwide to provide analyses and recommendations/strategies. She is also co-founder of Planning Zoo which recently launched to assist advisors in data entry services while teaching financial planning students how to do “real planning.” Sue holds a bachelor’s degree from the University of Virginia in Commerce, a master’s degree in Personal Financial Planning from the College of Financial Planning and is a Certified Financial PlannerTM professional.