Susan E. Fisher: A Legacy of Charitable Planning

Published: April 15, 2021, 10 a.m.

Yvette talks with Susan E. Fisher, a Certified Financial Planner and a Certified Gift Planning Associate, about her work with charitable estate planning.\xa0

As a financial planner, Susan works with high net worth and multi-generational clients throughout the Philadelphia, Bucks and Montgomery County regions. Susan has functioned as a senior trust advisor, a relationship manager, a planned giving officer and an executive director of a community foundation.\xa0