Susan Allen, CLU, ChFC 

Welcome to my website.
 

As a financial professional with AXA Advisors, LLC, I am dedicated to working with people who are serious about the protection and development of their wealth. They also value the counsel of a qualified and client centric advisor. I have the processes and experience to develop and implement strategies to accumulate funds for retirement or structure the income needed during retirement.

I begin by making sure you clearly understand where you are today, where you want to be in the future and how you plan to get there. By helping you to eliminate uncertainty in these three key areas, I can help you make better decisions with less stress.

With my assistance, you will set realistic goals, and identify and implement practical strategies. Then, I monitor and recommend adjustments, keeping you on track toward achieving those goals.

To stay on top of my field and develop my professional skills my 30-year career with AXA Advisors, I have regularly attended industry training and certification programs. This includes completing curriculum and passing rigorous exams for the:

 

  • Chartered Financial Consultant (ChFC) professional designation of The American College 
     
  • Chartered Life Underwriter (CLU) professional designation of The American College
     
  • FINRA Registrations: Series 6, 7, 63, 65
     
  • Wharton Certification for Retirement Planning*

Thanks for visiting.

*Certificate awarded based on completion of a training program at the Wharton School, University of Pennsylvania.