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Green Valley Wealth Management

(336) 676-6900

Is Tax Reform on the Agenda? It Was the Best of Times, It Was the Worst of Times The Cost of Procrastination When Special Care Is Needed: The Special Needs Trust
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Welcome to Green Valley Wealth Management

What is the best way to manage your assets and achieve your financial goals? At Green Valley Wealth Management, we know there is no meaningful answer to that question without answers to others. 

The background and dreams you bring to us—the past that got you here and the future you hope for—are crucial ingredients of the guidance we provide. 

As CERTIFIED FINANCIAL PLANNER™ professionals, we are deeply knowledgeable about investment opportunities, but the most fruitful method of matching a favorable opportunity to your unique set of goals and circumstances is to get to know you first. 

Your life is a story—one that is utterly unique. Your financial well-being is only one part of the story, but a part that is fundamental to how it unfolds. And that’s where we can help. 

Tell us your story. And let us help you write the next chapters. 


Susan Rizzi, CFP®, Owner of Green Valley Wealth Management, Inc, to Co-host The Financial Planning Association’s® (FPA®) Business Success Knowledge Circle

Susan Rizzi, CFP® professional and co-founder of Green Valley Wealth Management, Inc. has been invited by The Financial Planning Association®  (FPA®) to co-host their Business Success Knowledge Circle where she will facilitate discussion and idea sharing among CFP® professionals world-wide.  FPA Knowledge Circles consist of online forums, webinars and in person meetings for the financial planning community to connect on industry best practices for business success.  Knowledge Circle co-hosts are volunteers who serve terms of up to three years.

Susan has been a member of The Financial Planning Association for more than ten years.  The Financial Planning Association® (FPA®) is the principal professional organization for CERTIFIED FINANCIAL PLANNER™ (CFP®) professionals, educators, financial services providers and students who seek advancement in a growing, dynamic profession.  FPA supports high standards of professional competence, ethical conduct and clear, complete disclosure when serving clients.  

“We always want to be innovators in our industry,” says Susan, “and the Financial Planning Association’s Knowledge Circles are great forums to share ideas with experienced, like-minded colleagues.”  After working as CFP professionals for large firms, Susan and Phyllis Lancaster founded Green Valley Wealth Management, Inc. in December  2011 in order to utilize new ideas and technologies for their clients.  

 

Investment advisory services and securities offered through Cetera Advisor Networks LLC, member FINRA/SIPC. Green Valley Wealth Management is not affiliated with Cetera Advisor Networks LLC. To learn more about how Susan and Green Valley Wealth Management can help you, please contact her at 336.676.6900 or srizzi@gvwm.com. 

The Financial Planning Association® (FPA®) is the principal professional organization for CERTIFIED FINANCIAL PLANNERTM (CFP®) professionals, educators, financial services professionals and students who seek advancement in a growing, dynamic profession. Learn more about FPA at OneFPA.org. 

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