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Susan N
CFP®, Series 65
Portland, OR
Rose City Investment Consulting LLC
Susan Nestor is a CFP® and Series 65 credentialed financial advisor with 14 years of industry experience. She has been the principal at Rose City Investment Consulting LLC since 2015. Rose City Investment Consulting provides comprehensive financial planning and investment advice to high-net-worth individuals, professionals, business owners, corporate executives, and retirees through a fixed-fee retainer model. The firm offers planning-only services without discretionary asset management, focusing on fundamental analysis, active asset allocation, and client-directed trade execution.
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