Susan Isaacson (CFP®, CPA, JD, LLM)
Susan Isaacson focuses in the
following client markets or areas of practice:
- Estate & Generational Planning Issues
- Investment Advice with Ongoing Management
- Medical Professionals
- Retirement Plan Investment Advice
- Retirement Planning & Distribution Rules
- Estate & Generational Planning Issues
- Investment Advice with Ongoing Management
- Medical Professionals
- Retirement Plan Investment Advice
- Retirement Planning & Distribution Rules
Planning Specialties
- Personalized financial planning services
- Customized investment portfolio construction
- Portfolio risk management services
- Creating and managing employee and personal retirement plans and employee benefit plan analysis
- Tax-aware investing
- Liquidity and debt structure analysis
Additional Information
Sue Isaacson is ambitious, welcoming, and committed to the work of changing lives through financial freedom. Her positive attitude and pursuit of excellence allow her to navigate all kinds of financial journeys. Prior to becoming a part of Credent, Sue collected over 35 years of experience serving clients, with a background in retirement, estate planning, tax strategies, and employee benefits.
A self-starter, Sue also has an extensive educational background. She received a Bachelor of Business Administration with a major in Accounting from the University of Missouri-Columbia and holds a Master of Law in Taxation and a Juris Doctorate. She is also a Certified Financial Planner ™, Personal Financial Specialist ™, and licensed attorney and Certified Public Accountant (CPA-Inactive) in Minnesota. This depth and variety of knowledge helps her understand even the most nuanced situations.
Since 2012, Sue has been a cornerstone member of Personal Wealth Partners, which became Credent Wealth Management in 2022. Over the years, she’s learned more and more about how to serve individuals, families, and business with comprehensive financial strategies and personalized asset management.
Outside her time with clients, Sue stays active through skiing, biking, and hiking with her husband, Bernie. An adventurer at heart, she also loves to travel!
NAPFA Start Date
July 17, 2023
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