Professional

Susan started her career with Northwestern Mutual in 1997. She has the distinct pleasure of working with many long term clients and gains most satisfaction from the relationships she has cultivated.

With a focus on retirement, she helps clients navigate through various stages of life.  Susan believes she's not only in the financial security planning business, but the “quality of life” business; easing stress and financial worries by having a plan allows clients to be present in their daily lives.

Susan continues to be among the top 10 women investment advisors nationally for the Northwestern Mutual Wealth Management Company. She is also actively involved in the firm's growth and development by chairing national committees directed at improving the culture and brand of Northwestern Mutual.

Susan was born and raised in Pittsburgh, PA. She's been “living the dream” in the Bay Area since 1978. She loves mid-century modern design, hiking in any redwood forest, watching wild birds and traveling with her partner of 23 years, Brigit.  They reside in the Oakland Hills.

Professional Designations & Licenses:

  • FINRA Securities Licenses: 7 & 63
  • CERTIFIED FINANCIAL PLANNERTM (CFP® )
  • Chartered Life Underwriter (CLU® )
  • Charter Advisor for Senior Living (CASL®)
  • California License #0B92253 (Life, Accident & Health, LTC, Variable Contracts Agent)
  • Non-Residence State Licenses: Ca, AZ, CO, FL, IL, MA, NC, NJ, NV, NY, OR, PA, SC, TX, UT, WA

Susan Slone, CFP®, CLU®, CASL®, RICP®

Wealth Management Advisor

 

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