Susan Viator on Clubhouse

Bio

Open to professional and personal connections. OC beach resident.
Professionally: Experienced collaborator with financial advisors to design planning solutions to protect families, businesses and estates. Eager to help clients sort out options for LTC before they get too old and need the services. Believe that diversifying your savings should include a Tax-free bucket. Leaving your legacy takes careful planning to avoid disinheriting your loved ones.
Philanthropically: Believe in giving back. 16 plus years of conversation tutoring to learn English. Over five years developing programs for nonprofit financial literacy organization. Helping children at risk move past their history.
Personally: love to be active – running, yoga, pilates, tennis, golf. Find baking and trying new recipes to be a great stress reliever and love sharing my creations with family and friends. Pre-COVID, enjoyed dining out, going to theatre, traveling (favorite place Croatia), time with friends over cocktails.