Bio

Suzette Rothberg, CFP®

Suzette travels across the country as a sought after keynote speaker appearing at hundreds of industry conferences including Barron's Top Advisory Teams Conference. With 27 years of experience and as a Certified Financial Planner herself, Suzette is a veteran in the wealth management industry and brings that knowledge to the development and delivery of advanced financial adviser education.

Suzette specializes in coaching financial advisers to develop their professional expertise in key areas such as relationship development, communication, understanding investor behavior, defining the characteristics of successful financial advisers, and promoting women's leadership initiatives.

Prior to founding her own consulting firm, Suzette was a National Speaker for the American Funds/Capital Group.

Suzette studied international business at Mount St. Mary's University in Los Angeles. She is an active member of the Financial Planning Association and the National Speakers Association.

On a personal note, Suzette lives with her family in Minnesota where she enjoys waterskiing, snowmobiling and…shoveling snow in sub-zero temperatures.