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Susan Geiersbach
FINANCIAL ADVISOR
CFP®
I am a financial advisor with a passion for helping clients achieve financial clarity and long-term security. As a CERTIFIED FINANCIAL PLANNER® professional with FINRA registrations (Series 7, 66), I combine extensive knowledge of the markets with experience and dedication to guide clients through critical financial milestones, such as planning for retirement, accumulating wealth in your working years, and building lasting wealth. Since joining the Infinitas team in 2018, I’ve focused on providing personalized financial planning services to professionals and families—empowering them to make confident, informed decisions about their financial futures.
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I take pride in developing tailored strategies that align with each client’s unique goals and needs. My approach is centered around building long-term relationships as I work closely with clients to ensure their financial plans evolve with their lives and provide confidence through every stage of their financial journey.
I am passionate about growing my practice while making a positive difference in the lives of the families and professionals I serve. My dedication to my clients and my own family, drives me to deliver the highest level of service and thoughtful guidance that makes a meaningful impact.​
Your financial future starts with our process.
Susan's approach to advising is rooted in understanding each client's unique situation. While some advisors may take a one-size-fits-all approach, Susan provides tailored advice that encompasses tax considerations, estate planning, and the specific needs of her clients' families. This comprehensive strategy ensures that every financial decision aligns with broader life goals, keeping her client's financial well-being first in mind.
INTRODUCTION & DISCOVERY MEETING
FINANCIAL PLAN & RECOMMENDATIONS
PLAN IMPLEMENTATION
45 DAY REVIEW MEETING
ONGOING PROGRESS REVIEW MEETINGS
More About Susan
Outside of work, Susan's life revolves around her family, including her husband, Jake, and their two young children, Emma and Ben. They enjoy spending time together cooking and walking with their dog, Kacey.
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When she's not at the office, you'll likely find Susan cheering on her favorite teams, or pursuing her hobbies, including recreational sports, traveling, and exploring new foods.
