Susan Chesson, CFP®, CPWA®
After 20 years in corporate finance at Fortune 500 companies, Susan Chesson made the leap to financial planning, preferring to work one-on-one with clients to make a positive difference in their lives. Today, she uses the skills she honed managing multi-billion dollar portfolios to offer sound financial advice and professional investment management.
Susan loves the challenge of connecting the dots in a client’s financial life to provide a comprehensive plan showing how they can accomplish their goals. She often runs analyses to illustrate how different life choices can change the outcome of a financial plan, providing clarity that helps clients make sound decisions.
Before joining Buckingham in 2017, Susan was senior vice president and senior wealth advisor at Focus Wealth Management. Before pursuing her financial planning career, she worked in corporate treasury, fixed income investing and banking operations at Fannie Mae, Freddie Mac and Capital One.
Originally from England, Susan has a bachelor’s degree in French and Russian literature from Oxford University and an MBA in finance from the University of Texas at Austin. She also holds the CERTIFIED FINANCIAL PLANNERTM professional and Certified Private Wealth Advisor℠ designations. Susan serves as the Secretary on the Executive Board of the Financial Planning Association® (FPA) of the National Capital Area. Susan lives in Northern Virginia and enjoys spending time with her family, traveling and being outdoors.