Susan Romaine, CFP® - UBS Financial Services Inc.

Services Offered

• Financial Planning
• Investment Management
• Retirement Planning

About

Susan Romaine is a Certified Financial Planner (CFP®) based in Sherman Oaks, California, providing financial planning and investment management services. She assists clients in developing strategies for retirement planning, wealth accumulation, and investment guidance. With a focus on personalized financial solutions, Susan aims to help individuals and families achieve their financial goals. Her practice serves a diverse clientele, ensuring tailored advice to meet unique financial needs.

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