Soesbe Financial is a fiduciary, fee-only financial planning firm based in Sacramento, CA. Led by Susan Soesbe, a Registered Investment Advisor and Certified Financial Planner, the firm is dedicated to providing real, actionable financial advice that is tailored to the unique needs and goals of each client. With a focus on serving mature women and the LGBTQ community, Soesbe Financial aims to bring clarity to clients' finances and help them make informed decisions to achieve their financial goals.
Using a disciplined and collaborative approach, Soesbe Financial offers a range of services, including integrated management services, standalone financial planning, and focused financial advice. As a fee-only firm, they guarantee unbiased guidance and never try to sell clients any financial products. With a commitment to acting in the best interests of their clients, Soesbe Financial strives to empower individuals with the knowledge and tools they need to make sound financial decisions and avoid being taken advantage of.
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