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Suzanne Beczak, CFP®

Principal

Albany

Client Advisory

Biography

Suzanne is a Principal in the Albany, NY office. She works alongside wealth advisors and their clients to achieve their financial planning objectives, including asset allocation and investment selection, estate planning, income tax planning, and retirement/cash flow planning. 

Prior to joining Cerity Partners, Suzanne worked as a Senior Financial Planner at Graypoint, a comprehensive financial planning and wealth management firm based in the Capital Region of New York. Her earlier career includes serving as an Associate Director of Financial Planning at Atlas Wealth Management and working in the Private Wealth Management division at Ayco, a Goldman Sachs Company. 

Learn more about my practice.

Education

  • B.S. in Finance from Siena College
  • MBA in Business Administration from University at Albany

Highlights

  • Certified Financial Planner (CFP)
  • Serves on the Board of Directors of NACRE Dance Group

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By submitting the form, 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.