As a financial advisor in Bloomington, MN, Sue Isaacson is committed to the work of changing lives through financial freedom. With over 35 years of experience serving clients, she has become an expert in retirement, estate planning, tax strategies, and employee benefits. Each day, she helps individuals, families, and businesses understand the strategies available to help them succeed.

Sue earned a Bachelor of Business Administration in accounting, a Master of Law in taxation, and a Juris Doctorate. She is also a CERTIFIED FINANCIAL PLANNER® professional, Personal Financial Specialist, and licensed attorney and Certified Public Accountant (CPA-Inactive) in Minnesota. Her previous employer, Personal Wealth Partners, merged with Credent in 2022.

Outside her time with clients, Sue stays active through skiing, biking, and hiking with her husband, Bernie. An adventurer at heart, she loves to travel!

“I adhere to high standards of care in the development of sophisticated, tax-efficient investment strategies.”