Our Qualifications

Susan Silverman Quigley has been helping clients manage their finances for over 20 years since 1994.  She has been a practicing Certified Financial Planner (CFP) since October, 1999. 

Prior to becoming an independent CFP in 1999, she worked for Citicorp Investment Services as a Citigold Executive where she helped clients with their investment and banking needs.

In addition to being a CFP, she holds her Series 7 and 63 investment licenses and is licensed to sell investments and insurance in NY, NJ, MD, MA, CA, NC, FLA, and CT. Plus we are able get licensed in additional states as required. She also does mortgages and taxes as part of her financial planning practice.