8:30 – 5:00

Monday to Friday

8900 Keystone Crossing, Suite 450

Indianapolis, Indiana 46240

Fee-only, comprehensive financial planning based in Indianapolis, Indiana.

317-731-5615 |  info@elserfp.com

8:30 – 5:00

Monday to Friday

8900 Keystone Crossing, Suite 450

Indianapolis, Indiana 46240

Susan C. Elser, CFP®

Susan has been a certified financial planner since 2001. She listens to clients’ goals, concerns and desires, helps them determine their priorities, and then implements strategies to reach their goals. In addition she oversees the day to day operations of investment management and client service.

Education

  • College of Financial Planning (CERTIFIED FINANCIAL PLANNER™ certificant, 2000)
  • Indiana University (B.A. Economics, 1985)

Experience

  • Independent Fee-only Financial Planner (2004 – present)
  • Senior Client Service Manager and Financial Plan Writer with Oxford Financial Group (2000 – 2004)
  • Supervising Broker at a national brokerage firm (1996 – 2000)

Appointments/Memberships

  • Indianapolis Children’s Museum (Board Member 2016-2018)
  • National Association of Personal Financial Advisors (Member since 2004, Past Chairperson Midwest Region)
  • Central Indiana Community Foundation (Professional Advisor Cornerstone Council)
  • Estate Planning Council of Indianapolis (President 2015)
  • Indianapolis Children’s Museum Planned Giving Council

Honors

  • Multi-Year 5-Star Wealth Manager (2008-2018 Indianapolis Monthly)

susan@elserfp.com
317-731-5675

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