Susan Balsam joins Robnett Financial as our Wealth Management Associate. Originally from the New York City area, she brings a diverse background in financial services, project management and operations. At Robnett Financial, Susan collaborates closely with our clients, Wealth Management team, CPAs, and Life Insurance specialists to create a seamless advising experience.
Now residing in Northwest Austin, Susan enjoys spending time with her family, giving back through community volunteer work, and attending her kids’ swim meets.
Robnett CPAs & Financial Advisors focus on tax-smart investing. Smart is good. Tax-Smart is better.
PROFESSIONAL AND EDUCATIONAL ACCREDITATIONS
- Series 7, General Securities license
- Series 66, Uniform Combined State Law exam for registration as an investment advisor representative and securities agent
- B.S., Economics, The Pennsylvania State University
- MBA, Florida State University