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Susan Fasano
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Last updated: 7/6/2017
Susan Fasano
Associate -- Chapter: Nassau-Suffolk
Professional Information
SAF Financial
186 Erik Drive
East Setauket
New York
11733  United States
 [ Map ]
631-371-9064 (Phone)
Financial Planning
  more than 10 years
  less than 5
  Completed CDFA designation March 2017 and CE is good until March 2019
Personal Information
631-371-9064 (Mobile)
Additional Information
MBA Finance, Adelphi University, 1990
BS Business Administration, Saint Michael's College, 1985
Social/Volunteer Organizations
First woman to be promoted to Director, New York Life Investment Management, 2000
CRPC Designation (Chartered Retirement Planning Counselor, 2009
Registered Representative, IAR, NASD Series 6,63,65
NY and NY Life Insurance Licensed
NY State LTC Partnership Certification
President of the Board, Play Groups School 2004-2006
More Information
I have been in the financial services industry for over 30 years and I have been in the process of getting divorced for almost 5 years! As a financial advisor I became empowered to assist other divorcing couples learn by my mistakes and utilize the skills I have learned through the CDFA program. I have excellent client and business relationships and I see the big picture and plans appropriate strategies toward achieving results.

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