Susan Einberger
CFP®Professional Summary
Susan Einberger, CFP® is a registered financial advisor currently at MUTUAL ADVANTAGE, LLC located in Boulder, Colorado. Susan is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2022. Susan has worked at 1 firm.
At a Glance
Fiduciary Standard
Fee Structure
Account Minimum
Active Clients
Fiduciary Standard
Fee Structure
Account Minimum
Active Clients
Services Offered
- Financial Planning
- Tax Planning
- Estate & Legacy Planning
- Education Funding
- Retirement Planning
Specializations
Biography
We help people achieve financial independence while enjoying life’s journey. We are CERTIFIED FINANCIAL PLANNER™ professionals with strict ethical standards. We are fiduciaries acting in your best interest. Our flat Fee-Only model avoids conflicts of interest. We listen. We educate. We collaborate. We help clients across the country Enjoy the Ride!
Other Aliases
There are no additional aliases reported.
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Videos & Posts
This advisor has not added any videos or posts yet.
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Contact Information
Direct
(xxx) xxx-xxxx
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Disclosures are events reported to regulators, such as customer disputes, regulatory actions, employment separations, or financial events. Some are resolved, denied, or contested — a disclosure is not a verdict. We recommend asking an advisor directly about any disclosure on their record.
Disclosures on record.
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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Credentials
Years of Experience
4 years in the financial services industry
Current & Past Employments
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Current Firm
ENJOY THE RIDE: FINANCIAL + LIFE PLANNING | MUTUAL ADVANTAGE, LLC | MUTUAL ADVANTAGE, INC.
Contact Information
Main Address
Boulder, COPhone Number
(303) 717-0925# of Employees
1Documents
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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.
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State Registrations and Notice Filings
(1/27/2022)
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
Financial professionals may take different exams throughout their careers based on the types of services they provide and roles they perform.
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CRS (Client Relationship Summary) - RIA
Click below to view Susan Einberger's CRS (Customer Relationship Summary).
Services Offered by Susan
- Financial Planning
- Tax Planning
- Estate & Legacy Planning
- Education Funding
- Retirement Planning
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