Eric Susi, LUTCF, CMFC

Managing Partner & Sr. Financial Planner at True North Wealth Partners

Dublin, Ohio, United States

About

I have been in the Insurance & Financial Services Industry since 1991. My major at The Ohio State University was in Family Financial Management and I have been personally investing in the stock markets since the 8th grade. My mission is to assist clients by "Investing Wisely & Planning Ahead." I look at the full picture - all while putting your best interests first as we act in good faith, loyalty and care as fiduciaries. Investment advice offered through Stratos Wealth Advisors, LLC, a registered investment advisor. Stratos Wealth Advisors, LLC and True North Wealth Partners are separate entities. Third-party posts that appear on this social media site have not been reviewed or approved by Stratos or True North Wealth Partners or its principals for completeness or accuracy. Additionally, it should be noted the information that has been posted by third parties does not necessarily reflect the views or opinions of Stratos or True North Wealth Partners or its representatives.

Experience

  • Managing Partner & Sr. Financial Planner at True North Wealth Partners
    Nov 2018 - Present · 7 yrs 8 mos

    My Mission is to Assist Clients: "Invest Wisely & Plan Ahead"

  • Senior Vice President - Financial Planning at Financial Engines
    Mar 2007 - Nov 2018 · 11 yrs 9 mos