Congratulations to Susie McLane!

June 23, 2022

Susie with CFP logo

We are so proud to share that Susie McLane has earned her CERTIFIED FINANCIAL PLANNER™ certification!

The CFP® certification is the industry standard for professional financial advisors. To earn the designation, professionals must complete university-level financial coursework, exhibit 6,000 hours of professional experience, and pass a six-hour exam covering 72 topics – ranging from risk management to investments, tax laws to retirement planning.

Susie joined Summit Place in 2018 as a Wealth Advisor. Previously, she was with Glenmede where she worked extensively with successful families and their upcoming generations.  She started her career in accounting and spent several years with Deloitte working on individual and family business tax preparation and management.

Susie was drawn to Summit Place by our multi-generational family relationships and specifically our commitment to a select number of clients to ensure our advisors can provide regular proactive advice and expertise on all aspects of their clients’ wealth.  Susie is passionate about helping clients to develop and implement financial plans and collaborating with her colleagues and outside advisors to offer the best advice and solutions no matter where clients are in life.

Susie’s passion for helping her clients with complex wealth management began at her very first job; working alongside her family at her parents’ restaurant. There she not only saw the value of hard work and dedication, but she also found a fulfilling joy in connecting and building personal relationships with customers who would return regularly because of the services she delivered. Her experience at her family’s restaurant also gave Susie a unique understanding of family businesses and managing family transitions that she brings to her work as a wealth advisor.

Susie’s continued passion to make meaningful connections and be an unparalleled resource for clients inspires her work every day at Summit Place, and it was her driving force to earning the CFP® certification. Susie believes that the CFP® certification assures her clients that she not only is committed to the highest levels of competency and ethics, but that she is also knowledgeable in the most up to date information in the profession. Susie shares that a CFP® certification was integral to her pursuit of living up to the Summit Place core values of expertise, trustworthiness, and excellence, and we could not be prouder of her accomplishment!

Earning a CFP® certification is especially meaningful to Susie as a first generation American and a working mother. It is her hope that earning her CFP® certification is an inspiring example to her children and young family members as to what can be achieved with time, dedication, and hard work.

Congratulations Susie for adding this designation to your career accomplishments!