Susan Hirshman, CFA, CFP, CPA, CWS, partners with Schwab Wealth Advisors to inspire, educate and collaborate with high-net-worth and ultra-high-net-worth clients and help them achieve their goals. She has been quoted by The Wall Street Journal, The New York Times, the New York Post, and Forbes, and has appeared on CNN, CNBC, FOX, and ABC.

Prior to joining Schwab in 2019, Susan was a managing director at J.P. Morgan. She holds an M.B.A. in Taxation from the City University of New York’s Baruch College and a B.A. in Accounting from the State University of New York at Buffalo. She is a former board member of the CFP Board of Professional Standards. She holds designations as a Chartered Financial Analyst (CFA) charterholder, Certified Financial Planner (CFP), Certified Public Accountant (CPA), and Certified Wealth Strategist (CWS).