PARTNER, PRIVATE WEALTH ADVISOR
Susan Baldwin is one of the partners at Legacy Wealth Partners, LLC.
Practicing as a financial planner since 1994, Susan specializes in comprehensive financial planning for business owners and individuals, business succession planning and retirement income planning. Her approach to financial management comes from her broad experience and understanding of all aspects of the industry. Clients feel the care and dedication she brings, as she guides them through the oft-complex issues of their financial lives. Susan is in her element when working with women, family and businesses who want to build their philanthropic voice through estate conservation and charitable gifting.
Susan is a CERTIFIED FINANCIAL PLANNER™ professional and received a certificate in Retirement Planning from the Wharton School of Business at the University of Pennsylvania. She also holds her FINRA Series 7 (General Securities) & Series 66 (Uniformed Combined State Law) licenses and is licensed in Life, Accident, Health, Long Term Care and Disability. Susan earned her bachelor’s degree in math from DePauw University.
Susan is active in her profession and currently serves on the advisory board to the Colorado State Securities Commissioner. The consumer division of this exists to protect investors and maintain confidence in the securities market while helping Coloradans become more informed investors. To enhance her breadth of knowledge and service, Susan is an active member of the Society of Financial Service Professionals and the Financial Planning Association.
Susan lives in Littleton, Colorado with her husband, Pete. Together, they enjoy the outdoor activities Colorado has to offer and spend time hiking, running and biking. Susan’s newest and favorite joy is spending time with her grandchildren.