Susan Schwarz

Senior Wealth Advisor
 Portland, Oregon|

Experience and Education

Susan enjoys being a part of her clients’ financial decision-making process and create financial plans designed to enhance and protect their wealth.

Prior to joining Mariner Wealth Advisors, she worked for Transamerica Financial Advisors and Cascadia Wealth Management. Many of her clients were small-business owners, and she decided to become a financial planner and advisor. Susan began her career as a human resource manager working in both small business and academic settings. She developed an executive coaching practice in 2001.

Susan holds a bachelor’s degree in human development and family studies and master’s degree in industrial and labor relations from Cornell University.

Accolades

She is a member of Ed Slott’s Elite Advisor IRA GroupTM and was named by Five Star Professional and Portland Monthly magazine as a Five Star Wealth Manager in Portland for the years 2015-2016 and 2019-2021.

Personal Interests

Susan actively supports Habitat for Humanity, Dress for Success and the Oregon Humane Society. She is also on the board as president and program team leader for Portlandia, a long-standing women’s organization in Portland. She welcomes people from all over the world by using her home as an Airbnb. She and her family enjoy travel, music and sports.

Susan’s Office

The Five Star Wealth Manager award is given by Five Star Professional. To receive the award, a wealth manager must satisfy 10 objective eligibility and evaluation criteria, including registration as an investment advisory representative, employment as a credentialed professional in the financial services industry for a minimum of five years, favorable regulatory and compliant history, firm review based on internal firm standards and accepting new clients. The award is not indicative of the wealth manager’s future performance. Wealth managers do not pay a fee to be considered or placed in the final list of Five Star Wealth Managers. The inclusion of a wealth manager on the Five Star Wealth Manager list should not be construed as an endorsement of the wealth manager by Five Star Professional or Portland Monthly magazine. To view the full disclosure and award criteria, visit:https://fivestarprofessional.com/awardwinners/porwm

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