Susan J. Pye, CFP, RICP, CRPC

CERTIFIED FINANCIAL PLANNER™

Profile

Helping You Reach Your Financial Goals

“I am passionate about working with clients to create a plan that allows them to fully enjoy the life they’ve worked so hard to achieve.”

 
Working With You

As a Financial Advisor with Wells Fargo Advisors in Portland, Maine, Susan Pye is dedicated to providing ongoing, comprehensive advice for individuals preparing for retirement. She will work closely with you and your family to identify your goals and build a straightforward path to pursue them. With over twenty years of experience, Susan has created a unique process of guiding clients through retirement planning, including the decisions that must be made prior to and into retirement in order to create an income stream for life.

Susan will take the time to listen and understand your needs and she believes that building trust is the basis for developing long lasting relationships. She will help you navigate financial decisions and navigate financial markets, while providing a clear process for investing. Every recommendation will focus on helping you balance your needs today with your vision for the future. With trust, a thorough process, and her financial advising, her clients are able to live their retirement the way they imagined.

Experience

Susan continues to educate herself by earning advance designations so she can better understand and service retiree needs. She maintains the following designations: CERTIFIED FINANCIAL PLANNERTM (CFP®) practitioner designation from the Certified Financial Planner Board of Standards, Inc. (CFP Board); Retirement Income Certified Professional, Chartered Retirement Planning CounselorSM and Certified Divorce Financial Analyst®.

Outside The Office

In her free time she enjoys riding her horses, Burt and Wesson. She also can be found exploring and working on her land in Pownal, Maine when time and weather permit.

 

*The use of the CDFA® designation does not permit Wells Fargo Advisors or it’s Financial Advisors to provide legal advice, nor is it meant to imply that the firm or it’s associates are acting as experts in the field.

Investment and Insurance Products are:

  • Not Insured by the FDIC or Any Federal Government Agency
  • Not a Deposit or Other Obligation of, or Guaranteed by, the Bank or Any Bank Affiliate
  • Subject to Investment Risks, Including Possible Loss of the Principal Amount Invested
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Investment products and services are offered through Wells Fargo Advisors. Wells Fargo Advisors is a trade name used by Wells Fargo Clearing Services, LLC, Member SIPC, a registered broker-dealer and non-bank affiliate of Wells Fargo & Company.

Insurance products are offered through nonbank insurance agency affiliates of Wells Fargo & Company and are underwritten by unaffiliated insurance companies.

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