Susan C. Pokwatka CFP®, RICP®, ChFC®
Senior Wealth Consultant
Susan is a Financial Advisor, Consultant, & Senior Wealth Planner with DeFranco Financial, bringing with her over 30 years of experience in financial planning, investment strategy, and client service.
Susan began her career in 1990 with Prudential Securities in Wheeling, WV and later founded SP Financial Strategies, LLC. She holds Series 7, 24, 63 registrations with LPL Financial and Series 65 with Founders Financial Alliance, LLC.
She earned her CERTIFIED FINANCIAL PLANNER™ designation in 2006 through the College for Financial Planning and later attained the Chartered Financial Consultant® (ChFC®) and Retirement Income Certified Professional® (RICP®) designations through The American College of Financial Services.
Susan has served hundreds of clients throughout the years, ranging from small business owners to retirees, offering comprehensive planning solutions that include investment, insurance, tax, and estate strategies. In 2017, SP Financial Strategies was acquired by DeFranco Financial, where she continues to pass along her the wisdom of her experience and deliver personalized financial guidance for her clients.