Susan Eisenman, CFP®

Susan Eisenman, CFP®

Partner

Retirement Planning Specialist

At Retirement Group

Susan joined Alpha Omega Financial in 2016. Her aim is to empower individuals to make informed decisions and take effective action toward meeting specific goals. She enjoys educating people to help them participate in setting and achieving their plan.

 

Out of college Susan earned the Certified Public Accountant designation and began her career at a small CPA firm in Winston-Salem. After obtaining the CERTIFIED FINANCIAL PLANNER ™ (CFP®) professional designation in 2003, she joined Equitable Advisors.

 

Qualifying for the Million Dollar Round Table (MDRT) each year, she also holds FINRA registrations for Series 7 and 66 and is licensed to provide Life Insurance services and Long-Term Care Insurance. She received Equitable Advisors' prestigious Hallmark Award in 2012 and was inducted into the Equitable Hall of Fame in 2017.

 

In 2013 she also earned a Certificate in Retirement Planning from The Wharton School of Business in Pennsylvania. She was awarded Equitable Advisors’ Retirement Planning Specialist title for completing this educational program. Only a select group of Equitable Advisors financial professionals nationwide qualify for and complete this elite program. The Wharton program is part of Equitable Advisors' overall commitment to providing clients with the most comprehensive and up to date information on a broad range of financial topics related to retirement.

 

Susan lives in High Point with her teenage children, Samantha and Lauren, who are both attending Southwest Middle School. 

 

CFP®, CERTIFIED FINANCIAL PLANNER™, and CFP (with flame logo)® are certification marks owned by the Certified Financial Planner Board of Standards, Inc. These marks are awarded to individuals who successfully complete the CFP Board’s initial and ongoing certification requirements.

The Retirement Planning Specialist title is awarded by Equitable Advisors, based upon the Financial Professional’s (FP) receipt of a Certificate in Retirement Planning from the Wharton School, University of Pennsylvania. In collaboration between the Wharton School and Equitable Advisors’ affiliate, Equitable Life Insurance Company (NY, NY), coursework for the certificate was developed exclusively for Equitable Advisors FPs, and the title may be used only by FPs who have completed the required coursework and maintain the title through ongoing continuing education requirements. To verify that an FP has earned and holds the title in good standing, contact Equitable atretirement@axa-equitable.com.

 

 


Securities and investment advisory services offered through Equitable Advisors, LLC (212-314-4600), member FINRA/SIPC. Annuity and insurance products offered through Equitable Network, LLC and its insurance agency subsidiaries. Equitable Network, LLC does business in California as Equitable Network Insurance Agency of California, LLC and, in Utah, Equitable Network Insurance Agency of Utah, LLC. Equitable Advisors and its affiliates do not provide tax or legal advice. Individuals may transact business and/or respond to inquiries only in state(s) in which they are properly registered and/or licensed. The information in this web site is not investment or securities advice and does not constitute an offer.

Alpha Omega Financial, LLC is not owned or operated by Equitable Advisors, LLC or its affiliates.

Phone (336) 405-8270 Direct
Fax (336) 812-8030