Broker Check
Susan Rizzi, CFP®

Susan Rizzi, CFP®

CERTIFIED FINANCIAL PLANNERâ„¢

Susan became interested in investing and financial planning soon after college while developing portfolio management software for an investment company in Baltimore, MD.  She founded Green Valley Wealth Management to help you make educated and informed decisions about your retirement.  Susan especially enjoys discovering new technologies that help you assess and feel even more confident with your financial decisions.     

Born in Virginia to a military family, Susan grew up traveling the world.  Her family moved to Greensboro in 2000 and have enjoyed making it home.  Susan currently serves on the St. Pius X Community Life Committee and as Treasurer for local non-profit, Reconsidered Goods.  She also has long-term volunteer relationships with African American Male Initiative, Triad Health Project and Junior Achievement.  The Rizzis have supported retired racing greyhound adoption for 35 years.  Susan most loves being outdoors especially jogging and horseback riding.  

Susan holds the internationally recognized CERTIFIED FINANCIAL PLANNER™ professional designation and is an Investment Adviser Representative serving in a fiduciary capacity.  She is securities registered and has life and long-term care insurance licenses. 

Susan’s professional affiliations include the Society of Financial Services Professionals and the Financial Planning Association where she mentors students and hosts the Business Success Knowledge Circle, facilitating idea sharing among independent CFP® professionals world-wide.

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