Susan Bradley, CFP®
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. Susan is the founder of Women, Meaning, and Money®, a specialized program for women of wealth. 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.
TESTIMONIALS
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
Lisa Schreier, Project Director
Lisa, our Project Director, joined the Sudden Money® Institute nearly three years ago. Each day Lisa ensures that all of our financial advisors have the personal attention they need in order to best use the SMI protocols to work with their clients. Lisa is also currently studying to become a CFP® professional. Lisa comes from an impressive 20-year background in Public Health. She received her BA in Middle East History from the University of Pennsylvania and her Masters Degree in Epidemiology and Public Health from Yale University.
Leigh Routman, Program Manager
Leigh joined the Sudden Money® Institute family as Program Manager in January 2011. She has an 18-year background in the field of social work, where she held positions in in-patient hospitalization, home health, private practice and family care. With her Masters Degree in Social Work from Barry University and her Bachelor’s Degree in Sociology and Psychology from the University of Florida, Leigh brings a strong familiarity with life-transitions to her work with the Sudden Money® Institute.
