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Marin Wealth Advisors, LLC.

Marin Wealth Advisors, LLC.

Registered investment Advisor

  • Investment Advice
    • Help with Your Investments
    • Investment Standards
    • ESG Investing
  • Financial Planning
    • Stock Compensation Advisors
    • 529 College Savings Plan
    • Estate Planning
    • MWA Personal Financial Coach
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    • Retirement Financial Advisor
    • Employer 401K Plans
    • IRA Rollover Accounts
    • Business Retirement Plans
  • MWA Online Advisor
  • About
  • Blog
  • Contact
  • CLient Portal
  • Investment Advice
    • Help with Your Investments
    • Investment Standards
    • ESG Investing
  • Financial Planning
    • Stock Compensation Advisors
    • 529 College Savings Plan
    • Estate Planning
    • MWA Personal Financial Coach
  • Retirement Planning
    • Retirement Financial Advisor
    • Employer 401K Plans
    • IRA Rollover Accounts
    • Business Retirement Plans
  • MWA Online Advisor
  • About
  • Blog
  • Contact
  • CLient Portal

Susan Wreden

Controller

December 15, 2020

Susan Wreden

Susan is a dedicated and detail-oriented accounting professional with 30+ years of experience and has been with Marin Wealth Advisors since 2015.  She is an award-winning Girl Scout and Boy Scout leader, is an avid environmentalist and believes very strongly in giving back to the community,.  Susan and her family have volunteered thousands of hours of their time to benefit many programs in Marin County.  She lives in Novato with her husband, David, and their 2 sons, a dog, chickens, fish, and a snake.  They also have a daughter attending UC Davis.

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Categories

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  • ESG Investing (1)
  • Estate Planning (4)
  • Financial Planning (10)
  • Investment Management (42)
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  • Retirement Planning (12)
  • Stock Compensation (2)
  • Uncategorized (18)

Working With Marin Wealth Advisors

Fee-only Investment Management
Financial Planning at an hourly rate
No commission, no conflict of interest

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