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About Susan A. Schreiner, MSBA, CFP®, EA
Susan A. Schreiner, MSBA (Financial & Tax Planning), CFP®, EA is the founder and principal of Schreiner Financial Solutions. After receiving a master’s in Library and Information Science from UCLA, and spending many years as an academic librarian, she fell in love with financial planning and left the ivory tower in order to provide fee-only financial services for middle income Americans. She is a Registered Investment Advisor with the state of California who received her Master’s in Business Administration, Financial and Tax Planning from San Diego State University. She is a Certified Financial Planner (CFP®) and an Enrolled Agent (EA). Although she grew up in Orange County she considers San Diego home since moving here in 1986 to earn her bachelor’s from UC San Diego. Susan knew that fee-only financial planning in her own practice was her only choice. She is fee-only because she wants to work solely for her clients. The conflicts of interest created by selling products pushed by large corporations more interested in their profit margins than their clients welfare was something she could not tolerate. As a fee-only advisor she does not accept commissions or receive any other compensation for recommending specific products. She includes tax planning and preparation as a cornerstone of her financial plans because of the importance of taxes to middle income wealth building.
Current and Former Professional Affiliations
National Association of Personal Financial Advisors (NAPFA) - the elite, fee-only financial planning organization. www.napfa.org
Alliance of Cambridge Advisors—the national association of advisors trained in the Cambridge system of fee-only planning for the middle class.
Financial Planning Association
Pride Planners
National Association of Tax Professionals
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