About

Susan C. McCormick

Susan C. McCormick

Financial Strategist



San Diego, CA

About Me

I am dedicated to empowering Middle America in their relationship with money through education, support and mentoring. After 30 years on Wall Street, I left because I believe there is a much smarter approach to managing risk. From finding strategies for creating an income you can’t outlive to building a legacy you can leave for your loved ones, I will provide you with solutions for managing risk and preparing for even those unforeseen obstacles that may lie ahead. I work on a one-on-one environment and develop personalized strategies for taking appropriate steps given your particular situation.Through events like Wine, Women and Wealth and Money 101, I can help others learn how money works.

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