Susan Pack

CPA/PFS, CFP®

Pomeroy Financial Planning, LLC

Principal

Susan Pack

CPA/PFS, CFP®

Pomeroy Financial Planning, LLC

Principal

As a fiduciary financial planner, you can rest assured that I am always working in your best interest. - Susan Pack, CPA/PFS, CFP®

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.

Susan Pack's fiduciary obligation is governed by:

  • Certified Financial Planner (CFP)
  • National Association of Personal Financial Advisors (NAPFA)
  • XY Planning Network
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Learn Why Fiduciary Matters When Choosing a Financial Advisor:

Specialties

  • Financial Planning
  • Retirement Planning
  • Investment Management
  • Business Planning
  • Estate Services
  • Education Planning

Ideal Clients

  • Retirees and Near Retirees
  • Young Families
  • Entrepreneurs & Business Owners
  • Medical Professionals
  • Military
  • Sudden Money Situations

Working Together

  • In-Office Meetings
  • Virtual Meetings
  • No-Cost Initial Consultation
  • Hourly Fee
  • Monthly Retainer
  • % 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.

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

    A Personal Financial Specialist is a CPA who specialize in helping individuals plan all aspects of their wealth. Every three years, PFS professionals must complete 60 hours of continuing professional education. Annually, they must pay a fee of several hundred dollars to continue using the designation.

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

    The National Association of Personal Financial Advisors (NAPFA) is the country’s 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:

  • Anderson Township
    By Appointment
    Cincinnati, OH 45255

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