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@set_financial

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🧑‍🎓MBA GRAD
📈FINANCIAL CONSULTANT 25 yrs
📊SMALL BUSINESS TAX STRATEGIST
💰GENERATIONAL WEALTH CREATOR
♟️LEGACY & WEALTH BUILDER
🏖️RETIREMENT PLANNING
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Suzanna is a Financial Professional @set_financial with over 25 years of experience in wealth management, retirement planning, financial advisory, and tax strategy. She specializes in helping families, business owners, and high net worth individuals build, protect, and sustain meaningful wealth. Holding an MBA, Suzanna is known for delivering strategic, results driven guidance with precision, discretion, and a deeply client centered approach. Her work is rooted in integrity, thoughtful analysis, and the ability to navigate complex financial scenarios with clarity and confidence. Passionate about legacy building, Suzanna is committed to helping her clients create generational wealth grounded in purpose, stability, and empowerment. She proudly serves clients Nationwide, including Puerto Rico and Canada. Beyond her professional work, Suzanna is on a mission to elevate Financial Education and Leadership within the community especially for Women entrepreneurs and the next generation. In her personal time, she enjoys cooking, baking and traveling the world with her two teenage daughters, instilling in them a global perspective and appreciation for life’s experiences.
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The world needs more moms who go after their dreams - because our kids are watching! Would you agree??? . . #financialfreedom #momapreneur #womenempowerment #womenownedbusinessً #momboss #momboss #momshelpingmoms
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