Broker Check
Susan DeRenzo, CFP®, CTFA, CEPA

Susan DeRenzo, CFP®, CTFA, CEPA

SVP, Wealth Strategies Advisor

360-992-6249

susan.derenzo@ceterais.com

Susan DeRenzo, CFP©, CTFA, has been helping her clients achieve their financial goals for over 20 years. She works closely with individuals, non-profit organizations and commercial clients to help organize, plan and manage their finances with confidence and clarity. Susan specializes in structuring assets to align with each clients unique needs, whether focused on income, growth or a combination of both. When she’s not in the office, Susan is hiking, camping or giving back to her community. She serves on the Planned Giving Committee at PeaceHealth SW Foundation and is a board member of New Heights Foundation and the Estate Planning Council of Southwest Washington.