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Susan Boehm

Susan Boehm

Vice President - Firstrust Financial Resources

Sue joined Firstrust Financial Resources in July 2017. She is a financial consultant who brings over 20 years of leadership, financial and organizational experience to her clients and has a true passion for helping people achieve their financial goals. By delivering outstanding value and services, Sue works with individuals, families and small businesses seeking to prepare for their futures and protect their families and finances at every life stage.

She enjoys educating and implementing customized strategies with her clients in the following areas of planning: Retirement Accumulation/Distribution, Long-term Care and Estate Preservation.

For small business owners, her services extend from providing a full range of employee benefits (including group benefits, qualified retirement plans, and deferred compensation programs) to developing business succession planning strategies for the owner’s and their families.

Sue’s previous professional experience includes Coopers & Lybrand (now PwC, LLC) and Unisys Corporation.

Sue resides in the Fairmount section of Philadelphia. Outside of the office, she enjoys spending time with family & friends, golf, travel, and weather permitting, flying single-engine planes.

Accreditations:

  • B.S. Accounting, Drexel University
  • CDFA® designation
  • Financial Industry Regulatory Authority, Inc. (FINRA) Series 7 and 66 registrations
  • Registered Representative with Equitable Advisors
  • Life, Health, & Accident Insurance licenses in PA, NJ, DE, CA, NY, MD, OR, VA
  • Securities licenses in NJ, NY, PA, DE, CA, OR

Schedule a meeting with me today: Sue's Calendar´╗┐

California Insurance License #: 0G32968

Securities offered through Equitable Advisors, LLC (NY,NY 212-314-4600), member FINRA/SIPC(Equitable Financial Advisors in MI & TN). 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, in Utah as Equitable Network Insurance Agency of Utah, LLC, and in Puerto Rico as Equitable Network of Puerto Rico, Inc. 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.

Firstrust Financial Resources is not owned or operated by Equitable Advisors, LLC or its affiliates.