Suzanne Chaix, FPQP®
Planning Associate, Client Engagement Specialist
Suzanne brings a strong background in customer service and operations, with deep experience in various roles in the financial services profession. She holds a Series 6 FINRA license and plays a key role on our service team, handling client requests with efficiency and care. Since joining our practice, Suzanne has earned the Financial Paraplanner designation (FPQP) to add even more depth to her professional knowledge and enhance our client experience.
Known for her warm personality, infectious laugh, and exceptional communication skills, Suzanne is detail-oriented and deeply committed to client well-being. Suzanne plays a key role in the onboarding process for new clients.
A Bay Area native, Suzanne enjoys time with her two teenagers and her dog and cat. Outside of work, she’s often poolside—either swimming laps or cheering on her daughter. She loves to travel and never passes up a karaoke mic.