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Susan Fargo, CFP®, has a strong background in the financial services industry. Susan currently holds the position of Senior Vice President, Investment Services at San Diego County Credit Union. In this role, they provide securities and advisory services through LPL Financial. Prior to this, Susan served as the Chief Operating Officer at Symbio Financial Partners for four years. Susan also held a Senior Vice President position at LPL Financial, where they were responsible for business consulting for over a decade. Susan began their career as a Financial Planning Consultant at HD Vest Financial Services before joining LPL Financial.

Susan Fargo, CFP®, earned their Bachelor's degree in Political Science and Government from The University of Kansas in 1996. Susan then pursued further education at The American College of Financial Services, where they obtained their Certified Financial Planner Designation. Susan'sstudies at The American College focused on Financial Planning and Services.