Broker Check
Susan Goodman, CFP ®, MBA

Susan Goodman, CFP ®, MBA

Support Advisor

After a 20+ year career in information technology, Sue joined Cooper McManus in November 2019. Passionate about helping others, she brings with her a wealth of real-world knowledge and experience, strong analytical skills and a dedication to customer service.

 

Sue grew up in New Jersey, and earned her Bachelor of Arts degree in Accounting at Rutgers University before moving to California, where she earned her Masters of Business Administration at Cal Poly Pomona. Sue received a Certificate in Personal Financial Planning from UC Irvine and is a CERTIFIED FINANCIAL PLANNER™ professional.

Sue volunteers for and has served on the board of the Woman’s Club of Cypress. She enjoys the theater & music, especially her husband’s gigs, and attending school functions where her daughter is a teacher.

 

Check the background of this investment professional on FINRA BrokerCheck

California Insurance License #0J13590 | Securities Series 7, 66     

Form CRS