Susan  Goodell

Susan Goodell

| CFP®

Otto & Associates, Inc.

Fee-Only Financial Planner serving the Norwich, VT area.

Specialties

  • Fee-Only Financial Planning
  • Financial Review
  • Hourly Fee Consultations
  • Retirement Planning
  • Investment Management
  • Tax Planning
  • Estate Planning
  • Insurance Services
  • College Education Planning
  • 401(k) and IRAs
  • Business Planning
  • Employee Benefits

Our Other NAPFA Members

Visit Us

261 Main Street
P.O. Box 1203
Norwich, VT 5055

Susan Goodell is a NAPFA-Registered Financial Advisor.
NAPFA is the country's leading association of Fee Only Financial Planners.
What is "Fee Only Financial Planning," and why is it important?

Susan Goodell has been working in the Norwich office of Otto & Associates since 2007. She passed the CFP® exam in 2011 and now works as a CERTIFIED FINANCIAL PLANNER™ professional in the Vermont office. She also devotes one day a week to teaching adults and children with disabilities at High Horses Therapeutic Riding program, where she serves as Lead Instructor.

Prior to becoming a CFP® professional, she was a third grade teacher in the public school system for 15 years. Susan has a Bachelor's Degree from Bates College and a Master's in Education from Antioch New England. She and her husband Jeff Goodell live in Newbury, VT, and have two children.