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Our financial advice team


Susan N Alvanos

Susan N Alvanos

CFP®, CLTC®, ChFC®, CEPA®

Private Wealth Advisor

CERTIFIED FINANCIAL PLANNER™ practitioner
Alvanos & Associates
22
Years of Experience
This number may include years as a financial advisor, and/or experience as a registered representative.

Client Satisfaction 5.0 out of 5 rating based on 19 reviews

Background and qualification information is available at FINRA’s BrokerCheck website.

Areas of focus

  • Retirement Planning Strategies
  • Wealth Preservation Strategies
  • Women's Financial Strategies
  • Insurance
  • Investments
  • Retirement Plan Distribution
  • Retirement Income Strategies
  • Investment Management
  • Estate Planning Strategies
  • Social Security Retirement Benefits
  • Saving for Education

Interests

I love spending time with my family and friends on the Maine coast.

Traveling is a passion, anywhere in the USA and Europe, but especially to Greece where we enjoy the history, the beautiful islands, and the fantastic Greek food.

Member of several local USTA women's Tennis Teams.

Stop by our office to meet our ten year old pug, Leo!

Qualifications

  • CFP® CERTIFIED FINANCIAL PLANNER™ practitioner
  • CLTC® Certified Long Term Care®
  • ChFC® Chartered Financial Consultant®

Education

  • Master of Arts, Ed Psych, American International College, Springfield, MA
  • Bachelor of Science, Education, Fitchburg State University, Fitchburg, MA
Newsletter

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Community participation

On the Board of Directors of the St. George Cathedral Ladies Philoptochos Society in Springfield, MA. Our national organization is one of the largest women's philanthropic groups in the country.

Ronald McDonald House, the Springfield Rescue Mission, and the Springfield Gray House.

Ameriprise National Day of Service at the Food Bank of Western Massachusetts.