CPA/PFS, CFP®, CKA®
Pomeroy Financial Planning, LLC
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 tax planning to help clients work towards their financial goals at all stages of life. Susan Pack is a fiduciary financial planner.
Susan Pack is the Principal at Pomeroy Financial Planning.
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.
- Financial Planning
- Retirement Planning
- Retirement Income Strategies
- Tax Planning
- Investment Review & Analysis
- Investment Management
- Estate Planning
- Financial Organization
- Cash Flow Planning
- Mid-Career Professionals
- Near Retirees
- Sudden Money Situations
- In-Office Meetings
- Virtual Meetings
- Hourly Fee
- Fixed Fee
- % of Assets Under Management
Professional Designations & Affiliations
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.
Susan Pack is a Certified Public Accountant (Learn More)
Certified Public Accountants are licensed by the state and authorized by the state to practice public or private accounting. CPA licensing requirements are state specific, but typically include a bachelors degree with additional accounting coursework, successful completion of the Uniform CPA Exam, work experience, successful completion of an approved ethics course, and ongoing continuing education.
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.
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.
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.
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.
Susan Pack is Certified Kingdom Advisor® (CKA®) - Click to verify and learn more.
The CKA® is a designation granted by Kingdom Advisors to individuals who have demonstrated themselves to be able to apply biblical wisdom in counsel, technically competent, ethical, accountable, and a biblical steward.
Contact Susan Pack
2114 Madison Rd #200
Cincinnati, OH 45208
Cincinnati, OH 45255