Susan is a Certified Financial Planner™ and earned an MBA in Finance with high honors from Boston University in 1985. She was President and Chairman of the Board for the Institute of Certified Financial Planners in Boston for four consecutive years. She headed the internship program at Boston University’s Financial Planning program for 10 years. Susan is a nationally recognized financial planner. Each year, Barron’s and Forbes rank the finest planners in the United States—women, independents, top in state, and national—and she has been on every single list since they began; only eight planners in the country have achieved this distinction. She has been featured in Louis Rukeyser’s Wall St