Sue Osborn

For Sue Osborn, financial planning is about being human - it’s about life’s milestones, goals, and unexpected interruptions. For her it’s a career based on relationships with her clients. While helping those clients with their financial life planning, she takes a holistic view of each person’s unique situation. And by keeping the best interests of her clients in mind, always, she helps them build personalized strategies to help them achieve financial success.

While the focus of Sue’s practice is helping women, she works with many individuals, families, and small business owners on ways to save, grow, enjoy, and pass on their money, with personalized recommendations and a One-Step-at-a-Time approach.

Sue is a Ventura County native and lives in Thousand Oaks with Rick, her husband of over thirty 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.

Currently, Sue is only accepting new clients by referral.

Qualifications:

• Degrees in English and Sociology
• Series 7 and 66 Securities Registrations
• California Insurance License #0B65328
• Certified Financial Education Instructor - CFEI

Community Involvement:

• Ventura County Professional Women’s Network - VCPWN
• Vision 2020 Ventura County committee member 2019-2020