Susan Kimmel, CFP®, CPA
Susan Kimmel is a Senior Wealth Advisor with ACM Wealth, where she helps clients increase cash flow, restructure outstanding debt, implement investment plans that map to their goals, and accumulate wealth. With advanced expertise in IRA accumulation, Social Security claiming strategies, and retirement distributions, she specializes in helping clients reduce their tax burden as they build greater wealth for their families and charitable bequests.
Previously, Susan owned and operated Susan Kimmel CPA, where she offered financial planning services and expertise to clients. Susan earned a BS in Business Administration from the State University of New York (SUNY) at Buffalo and is a Certified Public Accountant and CERTIFIED FINANCIAL PLANNER™ professional.
Susan’s approach is centered on the idea of whole family wealth. She considers her clients’ children, grandchildren, and other family members, while also coordinating all aspects of their personal, charitable, financial, trust, and estate plans to help them achieve financial independence. Susan has an intuitive ability to envision what her clients’ lives will look like many years in the future. This unique perspective allows her to effectively partner with clients to help them achieve their most profound dreams.
Most of Susan’s clients have been with her for many years and accumulated enough wealth to last them the rest of their lives. With a profound level of trust established, she encourages her clients to use their wealth to live life to the fullest, in whatever form that takes for them—from traveling, gifting to family members, or supporting charitable organizations to pursuing beloved hobbies or engaging in fun and exciting outside interests. Grounded in the knowledge that life comes in shades of gray, she follows a fluid approach to partnering with clients as circumstances change, ideas emerge, and new solutions arise.
- An Overlooked Aspect of Estate Planning
