Sue works behind-the-scenes with our team to provide analysis of our clients’ Financial Plans.  Sue has completed thousands of financial plans over the last two decades. Sue understands just crunching numbers is not what financial planning is all about.

“I focus on helping the advisor to understand the pressing issues, work through various strategies to tackle them, and clearly communicate the necessary actions without overwhelming the client. The delivery of advice and the ability to implement the agreed upon recommendations are the heart of financial planning. Honestly, I just love helping others, whether that’s clients, advisors or (ideally) both.”

Sue graduated with a Bachelor of Science in Commerce from the University of Virginia and earned a master’s degree in Personal Financial Planning from the College for Financial Planning. Sue attained the CERTIFIED FINANCIAL PLANNER™ designation over 15 years ago. Sue continues to expand her planning knowledge through various memberships in study groups, attending conferences and webinars, as well as reading and listening to industry media. Sue is also member of the National Association of Personal Financial Advisors (NAPFA) and directs the Denver local study group, which meets bi-monthly to discuss relevant topics and collaborate with our peers. 

Disclosure: Sue Chesney is an independent contractor and not a W-2 employee of Calamita Wealth Management