The Advisor's Resource for Financial Plans
Susan J. Chesney is a CERTIFIED FINANCIAL PLANNER ™ professional who has worked in the financial services industry for over 15 years, specifically concentrating on financial planning for more than a decade. She earned her Bachelor of Science Degree in business from the McIntire School of Commerce at the University of Virginia and proceeded to obtain a Master of Science Degree in Personal Financial Planning from the College for Financial Planning.
Sue entered the industry as an assistant for an individual planner and quickly transitioned to the position of Financial Planning Department Manager, overseeing the financial plans for more than 40 advisors in the western regional office of a national broker-dealer. In 2005, she elected to move to a Registered Investment Advisory firm, tasked with developing and managing the financial planning division. Sue decided to branch out on her own, launching Delegated Planning, LLC in 2011. She offers her expertise as a resource to advisors around the country, allowing them to utilize their time in more effective ways.
Sue is a member of National Association of Personal Financial Advisors and earns at least 60 hours of continuing education every two years. This meets the requirements to maintain her CERTIFIED FINANCIAL PLANNER ™ designation as well.
Sue earns her continuing education credits mainly through attendance at industry conferences. She also leads two study groups and regularly attends classes. Sue directs one study group locally in Denver which focuses on issues pertaining to the financial industry such as compliance, insurance, and practice management. The second study group meets monthly and consists solely of planners focused on specific planning issues such as Social Security optimization, debt management and tax strategies.
On a personal level, Sue enjoys travel, volunteering and outdoor activities. Living in Denver, Colorado, she has wonderful opportunities to enjoy the mountains in all seasons.