Susan Pack

CPA/PFS, CFP®, CKA

Pomeroy Financial Planning

Financial Advisor

Susan Pack

CPA/PFS, CFP®, CKA

Pomeroy Financial Planning

Financial Advisor

As a fee-only financial planner, my focus is to offer unbiased financial advice to help you achieve your life goals. - Susan Pack, CPA/PFS, CFP®, CKA

(513) 802-8898

Fee-Only Financial Planner serving the Cincinnati, Columbus and West Central Ohio regions.

Susan Pack is a Cincinnati, OH fee-only financial planner. Pomeroy Financial Planning provides comprehensive and objective financial planning to help clients organize, grow and protect their assets through life’s transitions. As a fee-only, fiduciary, and independent financial advisor, Susan Pack is never paid a commission of any kind, and has a legal obligation to provide unbiased and trustworthy financial advice.

Susan Pack is a Fee-Only Financial Planner headquartered in Cincinnati, OH. Susan Pack is a NAPFA-Registered Financial Advisor.

Susan Pack is a Member of the National Association of Personal Financial Advisors

The National Association of Personal Financial Advisors (NAPFA) is the country’s leading professional association of Fee-Only financial advisors - highly trained professionals who are committed to working in the best interests of those they serve.

NAPFA members live by three important values:

  • To be the beacon for independent, objective financial advice for individuals and families.
  • To be the champion of financial services delivered in the public interest.
  • To be the standard bearer for the emerging profession of financial planning

We help clients define the best life possible and navigate life's key transitions. We are an independent, fee-only firm headquartered in Cincinnati, Ohio.

Fee-Only, Fiduciary, Independent: Three Important Criteria to Consider When Choosing a Financial Advisor.

Specialties

  • Comprehensive Financial Planning
  • Retirement Income Planning
  • Investment Management
  • College Education Planning
  • Tax Planning

Ideal Clients

  • Retirees and Near Retirees
  • Growing Families
  • Business Owners and Executives
  • Sudden Money Situations
  • Novice Investors

Working Together

  • In-Office Meetings
  • Virtual Meetings
  • Clearly Defined Fees
  • No Product Sales
  • Complimentary Initial Consultation

Professional Designations & Affiliations

  • National Association of Personal Financial Advisors (NAPFA)
    Susan Pack is a NAPFA-Registered Financial Advisor

    The National Association of Personal Financial Advisors (NAPFA) is the country’s leading professional association of Fee-Only financial advisors—highly trained professionals who are committed to working in the best interests of those they serve.

  • Certified Financial Planner (CFP)
    Susan Pack is a CERTIFIED FINANCIAL PLANNER™ Professional - Click for Verification

    CFP® professionals are held to strict ethical standards to ensure financial planning recommendations are in your best interest. What’s more, a CFP® professional must acquire several years of experience related to delivering financial planning services to clients and pass the comprehensive CFP® Certification Exam before they can use the CFP® designation.

  • Financial Planning Association
    Susan Pack is a member of The Financial Planning Association® (FPA®)

    FPA® is the largest membership organization for CFP® professionals in the U.S. and supports high standards of professional competence, ethical conduct, and clear, complete disclosure when serving clients.

  • CPA - Certified Public Accountant
    Susan Pack is a Certified Public Accountant (Learn More)

    A Certified Public Accountant (CPA) is a designation given by the American Institute of Certified Public Accountants to those who pass an exam and meet work experience requirements.

  • XY Planning Network
    Susan Pack is a Member of the XY Planning Network

    The XY Planning Network is the leading organization of fee-only financial advisors who are focused on working with Generation X and Generation Y clients. Our mission is to connect consumers with best-in-class financial advisors who specialize in working with clients just like you.

Contact Susan Pack

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Office Locations:

  • 2114 Madison Rd # 200
    Cincinnati, OH 45208
  • Anderson Township
    Cincinnati, OH 45255
  • 330 N. Main St.
    Lima, OH 45801

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