Susan Pack

CPA/PFS, CFP®, CKA®

Pomeroy Financial Planning, LLC

Principal

I can work with clients anywhere!

Susan Pack

CPA/PFS, CFP®, CKA®

Pomeroy Financial Planning, LLC

Principal

I bring order and insight to financial matters to help you navigate life’s key transitions. - Susan Pack, CPA/PFS, CFP®, CKA®

513-802-8898

Helping clients define the best life possible since 1996

Susan Pack is a Cincinnati, OH financial advisor and investment manager. Pomeroy Financial Planning, LLC specializes in financial planning, investment management, and retirement planning to help clients work towards their financial goals at all stages of life. Susan Pack is a fiduciary financial planner.

I am also licensed as a CPA and PFS (Personal Financial Specialist, a professional designation of the AICPA, American Institute of Certified Public Accountants). Prior to founding PFP in 1996 I worked as financial advisor for a large fee-only planning practice and as a CPA for a major law firm in the Estate, Trust and Tax Group. I am a member of NAPFA and a founding member of XY Planning Network.

When you have a plan you are able to persist when life tries to throw things off course, helping assure that you will prosper in the goals you have set.

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

Specialties

  • Financial Planning
  • Retirement Planning
  • Retirement Income Strategies
  • Tax Planning
  • Investment Review & Analysis
  • Investment Management
  • Estate Planning
  • Financial Organization
  • Cash Flow Planning

Ideal Clients

  • Mid-Career Professionals
  • Near Retirees
  • Retirees
  • Sudden Money Situations

Working Together

  • In-Office Meetings
  • Virtual Meetings
  • Hourly Fee
  • Fixed Fee
  • % of Assets Under Management

Professional Designations & Affiliations

  • Certified Financial Planner (CFP)
    Susan Pack is 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.

  • CPA/PFS - Personal Financial Specialist
    Susan Pack is a Personal Financial Specialist (PFS)

    The Personal Financial Specialist (PFS) credential is granted solely to CPAs (Certified Public Accountants) with considerable personal financial planning education and experience. All areas of personal financial planning—including estate, retirement, investments and insurance—have tax implications, and the PFS professional has the experience, ethics, and expertise to get the job done right.

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

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

  • 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.

  • 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.

Contact Susan Pack

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Office Locations:

  • 2114 Madison Rd #200
    Cincinnati, OH 45208
  • Anderson Township
    Cincinnati, OH 45255

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