Susan M Ahlfeld, CFP® CRPC®

Susan M Ahlfeld

Susan M Ahlfeld, CFP® CRPC®

Senior Wealth Advisor

Susan Ahlfeld is a CERTIFIED FINANCIAL PLANNER™, where she provides comprehensive financial planning and customized investment strategies to high-net-worth individuals and families. She is well-regarded for her in-depth knowledge in financial planning and innate ability to guide clients through the complexities of the evolving financial landscape.

Susan brings more than two decades of financial planning experience to her role, with advanced expertise that spans everything from tax planning, investments, and insurance to college planning, estate planning, wealth preservation, and investment strategies for women. She takes the time to understand her clients’ unique circumstances, goals, and values, then crafts tailored financial plans that align with their aspirations. She holds a B.S. in Finance from Northern Illinois University and received her CFP® designation from DePaul University. Susan is also a certified Chartered Retirement Planning Counselor.

Outside of her work servicing clients, Susan enjoys educating children about money, and even authored a children’s book on the topic called Susie and Penny go to Chicago. She brings awareness about the financial planning career to students at the local high-school and is a staunch advocate supporting women in the financial service industry.

Susan spends her time in Illinois and on the beach in Florida.

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