Susan Gabor, CFP CFP®
Meet the team
Susan Gabor, CFP® Client Happiness Consultant
Client support, planning software and financial wellness checkups
Sue is a CERTIFIED FINANCIAL PLANNER™ professional with more than 20 years of financial planning experience and deep hands-on knowledge of eMoney and the other planning platforms clients actually use. Patient, friendly and knowledgeable, she is the person Financial Planning Hawaii clients call when they need help getting the most out of their plan.
- 20+Years in financial planning
- CFP®Certified Financial Planner
- FPQP®Financial Paraplanner Qualified Professional
- PARemote, all U.S. time zones
Sue joined Financial Planning Hawaii for its fiduciary standard and its focus on planning, not product sales.
After two decades in financial planning and years inside the platforms at American Express, TD Ameritrade and Charles Schwab, Sue had a clear view of how the industry works and what clients are actually looking for. She chose Financial Planning Hawaii because the firm is advice-only, always acts as a fiduciary, and builds its work around comprehensive planning rather than investment product sales.
What Sue does for clients
Sue's role is to make sure clients get full value from their plan and their accounts, day to day and year to year.
eMoney and Schwab support
Hands-on help setting up, linking and navigating the eMoney planning portal and the Charles Schwab client platform, so the numbers clients see are current and complete.
Maturing CDs and bonds
Proactive outreach when CDs and bonds in client accounts are approaching maturity, so decisions are made in advance rather than by default.
Financial wellness checkups
General checkups that catch loose ends, surface questions and keep the plan aligned with what is happening in a client's life.
BackgroundEducation, platform experience and two decades of planning.
California State University, FullertonB.A., Finance
The academic foundation for a career spent in financial planning and client service.
American Express, TD Ameritrade and Charles SchwabPlatform and planning experience
Years of hands-on work inside the financial and retirement planning software and custodial platforms that clients still rely on today.
Financial Planning HawaiiClient Happiness Consultant
Supports the firm's clients remotely from Pennsylvania, working alongside founder John H. Robinson and the Honolulu team.
CredentialsTwo professional designations plus deep software fluency.
CFP®
CERTIFIED FINANCIAL PLANNER™ professional, certified by Certified Financial Planner Board of Standards, Inc.
FPQP®
Financial Paraplanner Qualified Professional, conferred by the College for Financial Planning.
Software
Extensive experience with eMoney and most of the popular financial and retirement planning platforms.
Education
Bachelor of Arts in Finance, California State University, Fullerton.
Working with SueRemote, flexible and on your schedule.
Sue works full time from her home in Pennsylvania and schedules meetings with clients across every U.S. time zone, by phone, Zoom or FaceTime. For Hawaii clients that means early-morning availability; for mainland clients it means a planner who is already on their clock.
To set up a time, book directly on her calendar or email her at Sue@fphawaii.com.
Need a hand with your plan or your accounts?
Existing clients can reach Sue directly for help with eMoney, Schwab, maturing holdings or a wellness checkup. New to the firm? Initial meetings are free, with no obligation.
Or email her at Sue@fphawaii.com. New to Financial Planning Hawaii? Contact the firm or read founder John H. Robinson's profile.
Verify our regulatory record. Financial Planning Hawaii, Inc. is an SEC-registered investment adviser. Registration does not imply any level of skill or training. Professional experience, educational background and disclosure history for the firm and its representatives can be reviewed on the SEC Investment Adviser Public Disclosure website.
Nothing on this page constitutes specific tax, legal or investment advice for any individual. CFP® and CERTIFIED FINANCIAL PLANNER™ are certification marks owned by Certified Financial Planner Board of Standards, Inc. FPQP® is a mark of the College for Financial Planning.