Susan Stevens

CFP®, CAP, CFA, CPA, PFS

Wealth Advisor

Susan Stevens

Professional Certifications

  • CFP® – CERTIFIED FINANCIAL PLANNER professional
  • CAP – Chartered Advisor in Philanthropy®
  • CFA – Chartered Financial Analyst®
  • CPA – Certified Public Accountant®
  • PFS – Personal Financial Specialist

About Susan

Sue earned an MBA from the Booth School of Business at the University of Chicago and she holds a master’s degree in wealth management from The College for Financial Planning. In addition, Sue is a Certified Public Accountant/Personal Financial Specialist, a CERTIFIED FINANCIAL PLANNER™ professional, a Chartered Advisor in Philanthropy and a Chartered Financial Analyst charterholder.

Sue founded and led Stevens Wealth Management prior to joining Buckingham. She is also the founder of Stevens Visionary Strategies and previously has had leadership roles at Morningstar, Vanguard and Arthur Andersen.

Sue enjoys writing and music. She was a professional cellist and her books on personal finance have won multiple awards.


Buckingham Strategic Wealth is not engaged in the practice of public accounting and is not registered as a public accounting firm.