SVA PLUMB PROFESSIONALS



Sue Peck - CFP®

Financial Consultant

phone (608) 826-2557
email Madison Office

AREAS OF EXPERTISE

  • Comprehensive Financial Planning
  • Asset Management
  • Investment Analysis
  • Social Security Planning

Sue is Financial Consultant with SVA Plumb Wealth Management, LLC.

Sue provides comprehensive financial planning as well as asset management, investment analysis and social security planning. She has over 10 years of experience in the financial services industry and has been in a variety of roles within SVA Plumb Wealth Management, including a portfolio accountant in the back office area and assisting with securities trading.

Education

  • University of Wisconsin - Madison - Bachelor of Science Psychology

Credentials

  • CERTIFIED FINANCIAL PLANNER™

Teaching/Speaking Experience

  • SVA Savvy Women Investment Series

Professional Memberships/Affiliations/Activities

  • Financial Planning Association - Member
  • Make Music Madison – Board Member
  • Northside Business Association – Board Member
  • Northside Economic Development Coalition – Member

Personal


Sue is active in the community, working to bring the arts into different areas of Madison, as well as helping to bring businesses into under-represented areas. Outside of those activities, she enjoys reading, working on backyard landscaping and spending time with her Lab/Border Collie mix, Dracena.

Sue is Financial Consultant with SVA Plumb Wealth Management, LLC. Sue provides comprehensive financial planning as well as asset management, investment analysis and social security planning. She has over 10 years of experience in the financial services industry and has been in a variety of roles within SVA Plumb Wealth Management, including a portfolio accountant in the back office area and assisting with securities trading.

The following is a partial list of the topics Sue covers:

  • Retirement Planning Strategies for Individuals
  • Financial Planning and Investment Strategies
  • Investment Strategies for Women
  • Psychology of the Emotional Aspects of Investing

Sue has spoken to audiences at:

  • SVA Savvy Women Investment Series
  • SVA educational seminars