
SUZANA BOGOEVSKA, CFA, CFP®
Sue uses her knowledge of modern portfolio theory, capital markets, financial planning, and economic forecasting to guide her clients in developing a wealth strategy to achieve their goals.
Sue earned her Bachelor of Science degree from Oakland University. She has also attained the CERTIFIED FINANCIAL PLANNER™ (CFP®) certification and Chartered Financial Analyst® (CFA®) designation, as well as life and health insurance licenses.
Sue has over 20 years of experience in the financial services industry. She has worked with high net worth families as a portfolio manager with a regional bank trust department. Sue was also with an institutional consulting team serving as a portfolio manager with Merrill Lynch, and as a senior wealth planner helping clients develop and implement a holistic and comprehensive financial plan prior to joining Portfolio Solutions®.
Areas of Experience:
- Wealth Management
- Financial Life Planning
- Investment Guidance
- Women's Finances
- Retirement Planning
- Estate & Legacy Planning
- Tax & Benefit Planning
- Charitable Giving
- Business Succession Planning
- Education Planning
- Portfolio Construction
- Wealth Transfer Strategies
- Risk Management