Susan J. Pye, CFP, RICP, CDFA

CERTIFIED FINANCIAL PLANNER™

Designations & Awards




CERTIFIED FINANCIAL PLANNERTM (CFP®)

Susan J. Pye earned her CERTIFIED FINANCIAL PLANNERTM certification. To earn the CFP® designation, she had to complete an approved educational program, pass a rigorous examination and meet stringent experience requirements. As a CFP® Professional, Susan adheres to a professional Code of ethics and he fulfills annual continuing education requirements to remain aware of current planning strategies and financial trends. As a CFP®, Susan is trained in a comprehensive array of advice and skill-based strategies that distinguishes CERTIFIED FINANCIAL PLANNER™ practitioners from other professional advisors, who typically focus on only one area of a client's financial life.

Retirement Income Certified Professional® (RICP®)

Susan J. Pye has earned her Retirement Income Certified Professional® designation. The RICP® designation is focused on planning and executing retirement strategies and the skills to guide clients through the financial challenges of preparing for and living in retirement.

Certified Divorce Financial Analyst® (CDFA®)

Susan J. Pye has earned her CDFA® professional designation from the Institute for Divorce Financial Analysts. The coursework included demonstrating skills in analyzing data and providing expertise on the financial issues of divorce. The role of the CDFA® professional is to assist the client and his or her attorney to understand how the decisions he or she makes today will impact their financial future. The use of the CDFA® designation does not permit Wells Fargo Advisors or its Financial Advisors to provide legal advice, nor is it meant to imply that the firm or its associates are acting as experts in this field.


Financial Paraplanner Qualified ProfessionalSM - FPQP®

Christine Watson has earned her FPQP® and is a Financial Paraplanner Qualified ProfessionalSM. As a FPQP, Christine assists Susan J. Pye by preparing and constructing investment plans outlined by Susan J. Pye, Financial Advisor. Christine completes many administrative tasks and other duties such as collecting client information, entering the data into the planning sodtware, running reports, investment scenarios outlined by Susan J. Pye, Financial Advisor and making adjustments to the investment plan as directed by the Financial Advisor.  



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