Sue Osborn

Investment Adviser Representative

As a financial professional, Sue helps her clients with their financial life planning, taking a holistic view of each client’s unique situation.  By keeping the best interests of her clients in mind, she helps them build personalized strategies for financial success with plans that are easy to explain and comfortable for the clients.

Sue works with individuals, families, and small business owners on retirement, insurance, education, estate, and personal financial planning, providing prioritized, personalized recommendations and a “One Step at a Time” approach.

Sue is a Ventura County native and lives in Simi Valley with Rick, her husband of over twenty years.  Prior to her career in financial services, she had a varied career in project and business management, and process development for companies ranging from start-ups to national corporations.  She brings real world experience to the financial conversation.


Degrees in English and Sociology

Series 7 and 66 Securities Registrations

California Insurance License #0B65328

Community Involvement:

  • Ventura County Professional Women’s Network, Board Member

  • Business Network International, Referral Masters Chapter, Past President

  • National Association of Women Business Owners

  • Member of the Strategic Advisory Committee, Women’s Economic Ventures

Phone 805-484-1011 x128