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Susan M
CFP®, CFA®
La Canada Flintridge, CA
Marki Financial Services, LLC
Susan Marki is a CFP® and CFA® with 15 years of experience in financial advising. She is the principal and sole advisor at Marki Financial Services, LLC, an independent firm based in La Canada Flintridge, CA. In addition to her advisory work, she has been affiliated with the Art Center College of Design since 2014. Marki Financial Services provides discretionary and non-discretionary portfolio management, financial planning, and consulting to individuals, high-net-worth clients, trusts, estates, and various other entities. The firm emphasizes personalized Investment Policy Statements, fundamental and cyclical investment analysis, and primarily manages assets internally across a diverse range of investment products.
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