Susan E. Hamilton, CFP®, partners with clients to design comprehensive investment and planning strategies that recognize their unique personal and financial goals. As a CERTIFIED FINANCIAL PLANNER™ with three decades of experience in the financial services industry, Susan enjoys building long lasting client relationships, using her background in investments and financial planning to add value to clients through thoughtful financial advice.
Susan has been recognized as a Five Star Wealth Manager by Five Star Professionals and is a member of the Financial Planning Association (FPA) and the Washington Women’s Financial Planning Study Group. She actively supports various FPA pro bono financial counseling programs and worked directly with families impacted by the September 11th terrorist attacks on the Pentagon, as well as service members injured in combat in the Middle East at Walter Reed Army Medical Center. In the community, Susan has been involved with Fairfax Pets on Wheels, Rebuilding Together, and volunteers with animal rescue groups.
Prior to joining SageVest, Susan had extensive experience working for a national brokerage firm, an institutional money manager and several fee-only registered investment advisors. Susan graduated from the University of Virginia with a Bachelor of Arts (BA) in Foreign Affairs and later received the CERTIFIED FINANCIAL PLANNER™ (CFP®) professional designation from the CFP® Board of Standards.