Susan C. Washburn, CFP®, CeFT®, JD

Principal, Senior Financial Planner
Susan C. Washburn, CFP®, JD

Born and raised in New England, Susan ventured south to attend Goucher College in Towson, MD where she graduated with a Bachelor of Art in English. Four years later she continued her trek south to New Orleans and graduated from Tulane Law School. After graduation, she called New Orleans home until Hurricane Katrina forced her evacuation to drier shores in Vero Beach, FL.

Susan C. Washburn’s Background

As a young woman, Susan lived a charmed life. By thirty, she had a fabulous job, a wonderful family, and a beautiful home in New Orleans. Then, two events derailed her life. Hurricane Katrina destroyed her home, forcing her to evacuate and relocate to Florida. After spending several years rebuilding her life, she finally felt settled, only to be knocked off her feet by a divorce.

While she could not control the devastation of Hurricane Katrina, she could have better managed the financial chaos left by her divorce. Here, she was educated as a lawyer, working as a stay-at-home mom, and she delegated her financial affairs, leaving herself vulnerable, overwhelmed, and embarrassed by her lack of financial knowledge. To regain her life, she needed to become smarter and savvier about money and this journey to her career as a financial planner.

As Susan shares this story with other women and clients, she remains surprised and shocked by how many women are in the midst of their own financial hurricanes, leaving themselves vulnerable. That is when she realized her true purpose as a financial advisor goes far beyond simply managing their money. She encourages women to take more ownership of their financial lives. By encouraging women to face their fears and to get smarter about their relationship with money, they become confident, engaged, and empowered in their financial futures.

InvestmentNews delivers comprehensive news, analysis, and insights for financial advisors and wealth management professionals, enabling them to remain informed about industry trends. The 2025 inaugural $100m Club Top Female Advisors list evaluates advisors according to assets under management, AUM growth, and organic client growth introduced between January 1, 2024, and December 31, 2024. No compensation was paid for inclusion on the list. Compensation was provided for promotional materials.

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