Desperately Seeking Susan...

By John H. Robinson, Financial Planner (October 15, 2023)

Financial Planning Hawaii is delighted to announce the addition of Susan “Sue” Gabor to our team.  Sue has extensive industry experience that adds immediate value to our client service model.  She has been a Certified Financial Planner for 22 years and, importantly, has extensive experience working with Schwab and eMoney. 

Her official job title is “Client Happiness Consultant,” and her primary focus upon joining has been to help smooth out the bumps and disruption caused by the Schwab integration of TD Ameritrade.  Once the dust settles from that, Sue will be tutoring/assisting clients with eMoney, calling on clients with matured CDs and bonds, and providing general financial wellness checkups.  Sue works full-time remotely from her home in Pennsylvania and coordinates her contact schedule to accommodate time-zone differences.  

In our initial interview, Sue noted that our adherence to a fiduciary standard and our emphasis on comprehensive financial planning (rather than product sales) was a big part of her attraction to Financial Planning Hawaii.  We think she is a perfect fit for Financial Planning Hawaii’s familial, client-first culture, and we are certain our clients will appreciate her patience, friendly demeanor, and financial planning knowledge. 

If you would like to schedule a call with Sue, feel free to reach out to her at Sue@FPHawaii.com.