Broker Check
Susan Finefrock, CFP®

Susan is a seasoned Financial Planner and Investment Advisor Representative focusing on individualized client solutions. Susan has 18 years of financial planning experience, delivering customized financial plans, retirement strategies and wealth management for individuals. Susan's areas of financial planning include; retirement, estate, trust, tax, executive compensation, and college.

She holds her Series 7, 63, and 65 securities registrations and her Life, Annuity and Health Insurance licenses. Susan has held her Certified Financial Planner® designation since 2010.

Prior to joining Wealth Management Solutions, Susan was with Money Concepts Capital Corp. as a Senior Financial Advisor

Susan holds a BA from Wittenberg University in Springfield, Ohio and an MBA in Finance from the University of Cincinnati in Cincinnati, Ohio.

Susan is active in numerous charitable and service organizations throughout Central Ohio. She is currently serving as President Elect on the board of The Zonta Club of Columbus. Zonta International is a leading global organization of individuals working together to build a better world for women and girls.  The Zonta Club of Columbus supports women in recovery from domestic violence, human trafficking and substance abuse.  

Susan has a passion for animals in need, having fostered and adopted numerous special-needs dogs. She understands the importance of never giving up on an animal that may just need love and attention as well as, a safe place to call home. Susan has hosted charity golf tournaments to raise money and awareness to end puppy mill activity in Ohio. She feels strongly that ending puppy mills would dramatically reduce the number of dogs in shelters and in pure-breed rescue organizations.

Her hobbies include travel, gourmet cooking, photography, spinning, golf, Ohio State athletics and spending time with family, friends and her pets.

Susan Finefrock is a registered representative and investment advisor representative offering securities and advisory services through Osaic Wealth Inc, member FINRA and SIPC. Osaic Wealth is under separate ownership from any other named entity.