• Susan Einberger, CFP ®, EA, MBA

    Susan is a CERTIFIED FINANCIAL PLANNER® professional who has been practicing comprehensive financial planning since 2017. She is an Enrolled Agent of the IRS, a certified member of the Alliance of Comprehensive Planners, and a registered member with the National Association of Personal Financial Advisors.

    Susan loves teaching people how to make smart and strategic money decisions. She brings a fresh perspective and accessible approach so anyone, who desires, can benefit from financial planning.

    Susan’s philosophy: life is like riding a bicycle, it doesn’t get easier, it just goes faster. Make a plan of where you are going and why.

    In her first career, Susan spent a dozen years managing financial operations for several successful natural food startups in Boulder.

    Susan enjoys swimming, bicycling, running, watching documentaries, and playing tickle monster with her two young daughters.

    Fun fact: Susan has bicycled across the United States twice! Once from the Pacific Ocean to the Atlantic Ocean and once from the Canadian border to the Gulf of Mexico.

    She drafted her father the whole way.

  • John Einberger, CFP ®, MBA

    John is a CERTIFIED FINANCIAL PLANNER® professional who has been practicing comprehensive financial planning since 1996. He is actively involved with the Alliance of Comprehensive Planners by volunteering his time on committees and teaching new planners.

    Even though he has worked long enough to deserve more time on his bicycle, he thoroughly enjoys making a positive impact in his clients' lives.

    John’s philosophy: money, in of itself, is pieces of paper, what you do with your money is what matters.

    John enjoys exploring new places on his bicycle, traveling, talking to people around the world on his amateur ham radio, and spending time with his family, including four grandchildren.

    Fun fact: John has bicycled across the United States twice! Once from the Pacific Ocean to the Atlantic Ocean and once from the Canadian border to the Gulf of Mexico.

    He drafted his daughter the whole way.

We listen. We educate. We collaborate. Intro meetings are complimentary.