Sue Gardiner is a financial planning professional whose purpose is to work collaboratively with clients to create a confident financial life. A thoughtful, credible approach to money can make goals and desires achievable.
Working with Sue means an accessible, understandable, and authentic relationship: "As a parent, spouse, and daughter, I am acutely aware of the financial demands on a family. While I watch my kids moving through milestones and my parents reaching their own, I am reminded of why I am devoted to financial planning, and why my decades of professional and academic experience have led me to this work: It is my purpose to work collaboratively with clients in many aspects of their financial lives so they are enabled to make sound financial decisions that will positively impact their personal self, families, businesses, and philanthropic ventures. You will leave meetings with a transparent and interactive plan to move forward with confidence and ease."
As a wealth advisor for Forbes Financial Planning, Sue has completed a comprehensive course of study for the CERTIFIED FINANCIAL PLANNER™ certificate from Bryant University, passed the CFP® exam, and is earning the hours toward achieving the CFP® designation. She holds the Series 65 registered investment advisor license, as well as an MBA from Boston College with significant coursework in corporate finance and asset management. She is an active and founding member of the Women in Leadership Nexus and serves on the Board of Directors for the Providence Children's Museum, positions that fuel her deep commitment to building communities.
In addition to personal financial planning, Sue also consults small business owners on revenue forecasting and employee benefits programs.
Outside of work, life is all about raising her 4 and 1 year old boys with her husband in Saunderstown. You'll find them outside rain or shine, somewhere in Rhode Island's South County on a bike ride, at the beach, or pushing their kids on playground swings.