Sue Gardiner, CFP®, MBA

Sue Gardiner, CFP®, MBA

Speaker
Owner – South County Wealth Management

Sue is the owner of South County Wealth Planning, a firm focused on financial planning for real lives. Her process goes beyond the traditional aspects of financial planning, working as both an advisor and a coach. Building on years of working as a financial analyst, Sue guides clients through the real-life decisions they make today while keeping strategic options open for the future. As a parent, spouse, daughter, and entrepreneur, Sue is acutely aware of the financial demands on families, caregivers, and business owners. It is her purpose to work collaboratively with clients in many aspects of their financial lives so they are enabled to make sound financial decisions that will positively impact their personal self, families, businesses, and philanthropic ventures. Sue holds both the CERTIFIED FINANCIAL PLANNER™ credential along with a dual B.A. degree in Psychology and Communications from the University of Rhode Island and an M.B.A. from the Boston College Carroll School of Management. In addition to being mom to her 3 little boys, Sue serves in her community as a board member for the Providence Children’s Museum, committee member for the North Kingstown Asset Management Commission, and founding member of the Women in Leadership Nexus.

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