Sue Davies, CFP®

Certified Financial Planner™

Sue Davies is a Certified Financial Planner .  Sue works closely with clients to to identify their financial needs and goals, and implements strategies to make those goals a reality.

Financial planning is like running a marathon. It takes preparation, dedication, determination and perseverance to make your financial goals a reality

Sue is Insurance licensed by the State of Connecticut Department of Insurance.

Sue holds a Bachelor of Science Degree in Business Administration from St. Michael's College.