Susan L. Portnoi, CPA/PFS
Wealth Advisor
A Wealth Advisor at Traust Sollus Wealth Management, Susan’s industry credentials include being a Certified Public Accountant and Personal Financial Specialist.
Her wealth management advisory work with clients includes financial planning, investment portfolio structuring and management, strategic analysis and support in cash flow management, tax planning and preparation, retirement planning, trust and estate planning, planned giving and risk management/insurance planning.
Previously, Susan was a tax manager at Touche Ross and a tax consultant at Delphi Asset Management.
Susan is a member of the American Institute of Certified Public Accountants (AICPA) and the New Jersey Society of Certified Public Accountants (NJSCPA).
She holds a B.A. in Accounting from University of Miami and a MS in Taxation at Seton Hall University.
