Suzana founded Venice Wealth Partners with the mission to provide an exceptional client experience focused on helping clients achieve their financial dreams and protect their legacy.
With over 20 years of wealth management experience, I believe in a relationship-driven approach: one that involves knowing each client’s concerns, fears and goals. This helps us to be proactive in bringing relevant issues to their attention. Having worked with high-net-worth families and individuals as a portfolio manager with a regional bank trust department, I know the pitfalls and opportunities to look for in order to build a sound investment strategy. I’ve worked with an institutional investment consulting team overseeing $3 billion with Merrill Lynch as a portfolio manager serving large retirement plan sponsors and organizations. I was also a Senior Wealth Planner with PNC Bank helping clients develop and implement a holistic and comprehensive financial plan and a Director of Wealth Planning for a nationwide RIA. No matter my role, I believe in putting the client first and doing what it takes to help them succeed.
“I am proud of my chosen profession and it’s an honor and privilege to guide clients as their trusted partner on their life journey toward financial independence and self-fulfillment.”
I hold a Bachelor of Science degree and am a CERTIFIED FINANCIAL PLANNER™ (CFP®). I’ve also earned the Chartered Financial Analyst designation and am a member of the CFA Institute. Outside of my profession, I enjoy spending time with family, volunteering to help others, traveling, supporting the arts and causes that promote the well-being of children and women globally.