Susy Lerner
Senior Financial Planning Consultant at LPL Financial | San Diego, California, United States
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Senior Financial Planning Consultant at LPL Financial in July 2008 to Present
Manager, Financial Planning Operations at LPL Financial in April 2015 to Present
Financial Planning Practitioner at Asset Preservation Strategies, Inc., and QA3 LLC in June 2003 to October 2007
Loan Consultant at Washington Mutual in January 2004 to January 2007
Manager, Wealth Management Solutions at RSM McGladrey in November 2000 to April 2002
Regional Director of Financial Planning at AXA Financial in June 1999 to August 2000
Field Director/Sales Manager at Prudential Financial in January 1998 to July 1999
Client Account Manager at Wheat First Union in January 1996 to January 1997
Financial and Estate Planner/Branch Manager at Lerner Financial Network in October 1987 to October 1996
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University of Maryland, BS
University of Maryland, MEd
College for Financial Planning, CFP
College for Financial Planning, CMFC
The American College of Financial Services, CLU
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Financial Planning
Wealth Management
Insurance
Asset Allocation
Investment Advisory
Asset Management
Series 7
Investment Strategies
Insurance Planning
Financial Advisory
Cash Flow
Public Speaking
Series 66
Series 63
Customer Relations
Financial Planners
Uniform Combined State Law
Strategic Financial Planning
Investments
Customer Service
Wealth Management Services
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Discover more about LPL FinancialWhat is Susy Lerner email address?
Email Susy Lerner at [email protected] and [email protected]. This email is the most updated Susy Lerner's email found in 2026.
How to contact Susy Lerner?
To contact Susy Lerner send an email to [email protected] or [email protected]. (updated on October 17, 2025)
What company does Susy Lerner work for?
Susy Lerner works for LPL Financial
What is Susy Lerner's role at LPL Financial?
Susy Lerner is Senior Financial Planning Consultant
What is Susy Lerner's Phone Number?
Susy Lerner's phone (213) ***-*309
What industry does Susy Lerner work in?
Susy Lerner works in the Financial Services industry.
Susy Lerner Email Addresses
Susy Lerner Phone Numbers
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