Susan Hirshman
Susan Hirshman, CFA, CFP, CPA, CWS, partners with Schwab Wealth Advisors to inspire, educate and collaborate with high-net-worth and ultra-high-net-worth clients and help them achieve their goals. She has been quoted by The Wall Street Journal, The New York Times, the New York Post, and Forbes, and has appeared on CNN, CNBC, FOX, and ABC.
Prior to joining Schwab in 2019, Susan was a managing director at J.P. Morgan. She holds an M.B.A. in Taxation from the City University of New York’s Baruch College and a B.A. in Accounting from the State University of New York at Buffalo. She is a former board member of the CFP Board of Professional Standards. She holds designations as a Chartered Financial Analyst (CFA) charterholder, Certified Financial Planner (CFP), Certified Public Accountant (CPA), and Certified Wealth Strategist (CWS).
Schwab Wealth Advisory™ ("SWA") is a non‐discretionary investment advisory program sponsored by Charles Schwab & Co., Inc. ("Schwab"). Schwab Wealth Advisory, Inc. ("SWAI") is a Registered Investment Adviser and provides portfolio management for the SWA program. Schwab and SWAI are affiliates and are subsidiaries of The Charles Schwab Corporation
The Schwab Center for Financial Research is a division of Charles Schwab & Co., Inc.
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