Certified Financial Planner, CFP®

Triad Financial Advisors

phone: 336.230.0071

email: srizzi@trifiadv.com

Susan Rizzi enjoys helping clients develop plans for achieving a variety of financial goals. Through a collaborative process, she creates custom and focused wealth management plans for individuals, families and businesses. She is a frequent speaker for local groups and contributor for television and print media on financial topics.

Susan has attained the professional designation of CFP® or CERTIFIED FINANCIAL PLANNER™ practitioner. Her professional affiliations include: The Financial Planning Association, The Society of Financial Services Providers, and the Greensboro Estate Planning Council.

Originally from Virginia, Susan is a graduate from Towson University in Maryland. She and her family have made Greensboro their home since 2000. Her interests include retired racing greyhound rescue, jogging and reading. She is passionate about teaching children the value of money and volunteers with Junior Achievement.

Triad Financial Advisors, Inc. is an independent, fee-based financial planning firm focusing on custom financial plans and investment management. With offices in Greensboro and Raleigh, NC, TFA has provided quality work and exceptional client service for nearly three decades.

Triad Financial Advisors
333 N. Greene St. Ste. 506
Greensboro, NC 27401
336-230-0071 fax 336-230-0075
srizzi@trifiadv.com
www.trifiadv.com