Susan Matlow , JD, CFP®

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.

Learn more about my practice.