Susan Matlow, JD, CFP®

Partner

Naples

Client Advisory

Biography

Susan is a Partner in the Bonita Springs office, where she leverages intellectual curiosity and thorough analysis to help families achieve their financial goals. She advises clients on asset allocation; investments; income, estate and gift tax matters; retirement planning; charitable planning; life and disability insurance; and other issues with a financial dimension.

Prior to joining Cerity Partners, Susan was a Senior Managing Director and member of the investment committee of a national wealth management firm which represented attorneys and other professionals in all aspects of managing their wealth (formerly KLS Professional Advisors). She spent nearly 20 years as a practicing tax attorney and began her wealth management career at Gerstein Fisher in New York.

Education

  • B.S. from the Wharton School, University of Pennsylvania
  • J.D. from the Vanderbilt University School of Law

Highlights

  • CERTIFIED FINANCIAL PLANNER®

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By clicking “Submit”, you acknowledge that we collect your name, email address and phone number to respond to your inquiries and provide you information about our products and services in accordance with our Privacy Policy. If you are a California resident, please see our CCPA Notice to California Residents.