Susan Torbin, M.S., CFP®, AIF®

Susan Torbin, M.S., CFP®, AIF®

CERTIFIED FINANCIAL PLANNERâ„¢

Susan is a pioneer in the financial planning industry and after running her own firm for 32 years, she merged that firm into Tupler Financial. She embraces the Tupler Financial vision of giving customized, personal financial planning and investment advice to clients to help them achieve their goals. The Tupler team is all about planning for your future, your retirement, and your path.

Susan is a CERTIFIED FINANCIAL PLANNER™ professional, committed to rigorous ethical standards, ongoing training, and an obligation to make recommendations that are in clients' best interest.

Susan met her beloved husband, Mike, on a singles trip to Scandinavia. He was living in Florida and she, in New York. Forty years later they still have a passion for travel. When not traveling, they are spending time with family. Her wonderful family has continued to grow, with the latest addition being their 4 year old grandson.

 

Education and Credentials:

Utica College of Syracuse University (now Utica University)

              BA in International Studies

CERTIFIED FINANCIAL PLANNER™ (CFP®) certification, which, along with the continuing education requirements, provides a modern approach to financial planning.

College for Financial Planning

              Master of Science with an Emphasis in Financial Planning

Center for Fiduciary Studies

              Accredited Investment Fiduciary®