Susan E. Pack

POMEROY FINANCIAL PLANNING.

Cincinnati, OH 45230

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CRD#: 4553482

Professional summary

Susan Elizabeth Pack, CFP®, who also goes by Susan Elizabeth Calvert, Susan Elizabeth Pomeroy, Susan Elizabeth Rossfeld, is a registered financial advisor currently at POMEROY FINANCIAL PLANNING, LLC. located in Cincinnati, Ohio.

Susan is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2000. Susan has worked at 1 firm .

Question & Answer

What are your service offerings?

Life Transitions

Estate Planning

Investment Planning

Retirement Planning

Tax Planning

Comprehensive Financial Planni...

Retirement Income Management

Social Security Planning

Do you have an area of expertise or specialization?

Corporate Executives

Hourly

Investment Advice with Ongoing...

Investment Advice without Ongo...

Retirement Planning & Distribu...

Tax Planning

Are you a "fiduciary"?

Yes

Aliases

Susan Elizabeth Calvert | Susan Elizabeth Pomeroy | Susan Elizabeth Rossfeld

Other business activities

Outside business activity is any business or activity undertaken by an advisor that is outside the scope of their relationship with their firm (e.g., consulting services, real estate, freelance work, teaching, etc.). Investors should stay informed about these activities to ensure no conflicts of interest.

The advisor shows no other business activity.

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Susan Elizabeth Pack's CRS (Customer Relationship Summary).

Certified licenses

Advisors may have various certifications and credentials from different organizations. AdvisorCheck highlights these seven certifications - AIF®, CFP®, ChFC®, CFA, CLU®, CIMA®, CPWA®

CFP^®

Certified Financial Planner

Start date: 1999

Experience

Current

January 1, 2000 - Present

POMEROY FINANCIAL PLANNING, LLC.

Office #1: 7850 5 Mile Rd, Cincinnati, OH 45230Office #2: 2114 Madison Rd #200, Cincinnati, OH 45208

RIA

CRD#: 120409

Cincinnati, OH

State Registrations and Notice Filings

Listed states reflect where the advisor is authorized to serve clients under state regulations.

IAR

means the advisor is registered as an Investment Advisor Representative in this state and is authorized to provide investment advice to clients there.

Highlighted states indicate IAR registrations

IAR

Kentucky
(5/15/2020)

IAR

Ohio
(1/1/2000)

Don't see your state listed? The advisor may still be able to work with you under the federal De Minimis Rule, which allows up to five investment advisory clients in a state without registration. Some states, like TX, LA, NE, and NH, may still require registration or notice filing. Contact the advisor or their firm to confirm their investment advisory availability in your state.

Exams

Current Firm

POMEROY FINANCIAL PLANNING, LLC.

CRD#: 120409 / SEC#:

Kentucky

Registered Investment Advisory firm - (5/15/2020 Approved)

Ohio

Registered Investment Advisory firm - (1/1/2000 Approved)

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Contact information

Main Address

7850 5 Mile Rd, Cincinnati, OH 45230

Mailing Address

Phone number

(513) 802-8898

Established

Firm type

Fiscal year end

# of Employees

Documents

Latest Form ADV

Red Flags

Disclosures can be potential red flags, including customer disputes, regulatory fines, employer terminations, bankruptcies, judgments, liens, or certain criminal activities.

Check for any disclosures as part of your thorough research when choosing an advisor.

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Susan E. Pack

Professional summary

Question & Answer

Aliases

Other business activities

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Susan Elizabeth Pack's CRS (Customer Relationship Summary).

Certified licenses

Experience

POMEROY FINANCIAL PLANNING, LLC.

State Registrations and Notice Filings

Exams

Current Firm

POMEROY FINANCIAL PLANNING, LLC.

Contact information

Documents

Red Flags

Company Information

POMEROY FINANCIAL PLANNING, LLC.

TRUST BUT VERIFY

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