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Manager Overview
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Susan Tiner is passionate about working with small businesses and individuals to successfully manage and leverage their finances. Her motto is "financial success begins with knowing exactly where the money goes!" As a Financial Organizer and Consultant, Susan works with clients to set up an accounting system, analyze and monitor cash flows, and develop a comprehensive financial plan. |
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Experience & Disclosure
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My CRD Number:
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5503287 |
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Firm CRD Number:
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146743 |
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Work Experience:
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Susan has been owner/principal of Tiner Financial Services since January 2007. She began her career in software technology as a consultant Technical Writer for General Electric Corporation, and joined Adobe Systems Incorporated in 1990. From 1997 until 2002, Susan worked as a software engineer with the graphics team in the Adobe Core Technology Division supporting Adobe Illustrator, Photoshop, PageMaker, and Acrobat. |
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Academic Background:
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Susan is currently enrolled in the MS in Finance, Investment Management concentration and Graduate Certificate in Financial Planning programs at Golden Gate University (www.ggu.edu). Susan holds a Bachelor of Arts Degree in English with a second field in Computer Science from the State University of New York at Albany. Susan is a member of the National Association of Professional Organizers (www.napo-sfba.org), the Financial Planning Association (http://www.fpanet.org/), and the International Coach Federation (www.coachfederation.org/ICF/). |
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Services
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Types of Investments:
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Broadly diversified mutual funds and ETFs. Strong preference for indexing as investment strategy, but will also recommend some actively managed funds with low fees. |
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Qualifications
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Certifications, Accreditations and Designations:
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State of California Investment Adviser Certificate. |
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Number of Advisors in Office:
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1 |
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Advisor's Number of Clients:
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12 |
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Assets Managed by Advisor:
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no assets under management |
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Compensation
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New Client Minimum Portfolio Size:
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no minimum |
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Fee:
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$125 per hour |
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Money Manager Articles
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