Susan Bradley, CFP® is a recognized thought-leader and author in financial transition planning.
She is the founder of the Sudden Money® Institute (SMI), a resource center for Life Transitions and Good Decisions. Through the Institute she offers private financial transition coaching for small groups and individuals, as well as training programs for financial advisors. In 2013, Susan opened the Institute for Certified Financial Transitionists, a division of SMI dedicated to training financial advisors, attorneys and mental health professionals in the unique process and tools for managing the human dynamics of financial change. Susan is the author of Sudden Money, Managing a Financial Windfall.
FOCUS ON EDUCATION & TRAINING
After more than 20 years as a full-time financial planner, Susan sold her financial planning practice to develop unique education and training programs for advisors, their clients, and the public. She brings her transformational programs to her audiences through speaking engagements, workshops, video projects, retreats and the internet. Her corporate clients include the National Football League (NFL), Bank of Montreal, and Harris Private Bank. Susan has published and presented specialized programs (in addition to the Sudden Money® Institute), including Money Shock Management, Women in Transition, and Considerations a workbook series for inspired management of life events.
IN THE COMMUNITY & IN THE NEWS
Susan has served the financial planning profession as a member of the FPA’s National Board of Directors. She currently serves on the National Football League’s Players Associations’ Financial Education Advisory Board. Susan is the recognized leader in the area of Sudden Money and has been featured extensively in the media. She has been seen and heard on: NBC’s Nightly News, CNBC, CNN, NPR, The Wall Street Journal and The New York Times. Susan is available for keynotes, interviews, trainings, webinars, workshops and more.
Susan Bradley has a remarkable ability to understand the emotional, psychological and social issues that impact women with wealth. She knowledgeably and empathetically helps us to express our feelings and develop a healthy plan for putting wealth in perspective with our values and goals.
D.Orlov, President Orlov Art, NY, NY