- Fee-Only Financial Planning
- Comprehensive Financial Planning
- Investment Strategies
- Investment Management
- Retirement Planning
- Education Planning
- Non-Traditional Families
- Estate Planning
- Insurance Analysis
- Charitable Giving and Trusts
- Planning for Business Owners
- Cash Flow and Budgeting
Watertown, MA 02472
Susan Moore 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 Moore helps clients make sense of complicated financial lives. Her skill is in creating strategies that carefully and thoroughly solve dual financial puzzles -- how to grow and preserve wealth and then create a legacy allowing wealth to pass to important people and causes. She is the founder and president of Moore Financial Advisors, Ltd., (MFA) a fee-only financial planning and investment management firm in Watertown, Massachusetts, earning the enthusiastic trust of her clients by tackling one financial challenge at a time.
Susan is a Certified Financial Planner™ (CFP®) practitioner and must meet rigorous educational, ethical and work requirements established by the Certified Financial Planner Board of Standards. She is a member of NAPFA, the National Association of Personal Financial Advisors, an industry group of fee-only financial planners, and the Financial Planning Association. Susan is a member of the board of directors and past president of PridePlanners™, an organization that provides professional development, networking, and resources for financial advisors who serve nontraditional couples and families. Susan has 15 years experience teaching financial courses in Boston-area colleges and universities.
She has been interviewed on NPR, the Money Matters Boston program on WBNW, and other radio stations, and in Investment News, Best’s Review, Christian Science Monitor, Inside Tucson Business, and Black Enterprise. Susan has also published several articles in the Journal of Financial Services Professionals and other publications for financial planners.
Susan earned a Diploma in Financial Planning from Boston University, and received an Award of Achievement upon graduation. She also has a Master of Science in financial and operations management.