Susan-Simon

Susan Simon RFC®, RLP®, CLTC

Vice President, Third Eye Associates, Ltd.
Registered Financial Consultant
Registered Life Planner

Susan is a financial planning expert who has worked in finance since 1998 when she was Finance Manager of the Wisdom Division of Landmark Education Corporation, and then spent five years as a Financial and Insurance Advisor at an independent NYC-based financial advisory firm.  In 2005 she and Beth established Third Eye Associates, Ltd.  She combines the practicality and certainty of numbers with the esthetic discipline she acquired while studying art to form a comprehensive philosophy about finances.  These skills enable Susan to educate her clients and to create plans that help them achieve their life goals.

Susan has completed the course of study for the CERTIFIED FINANCIAL PLANNER™ certification and is a Registered Financial Consultant (RFC®).  She has completed the Life Planning curriculum in the Kinder EVOKE™ Method, a life-centered approach to financial planning, and is a Registered Life Planner (RLP®).

Susan is an Investment Adviser Representative of Third Eye Associates, Ltd., a Registered Investment Adviser; is certified in Long-Term Care (CLTC) and is a Notary Public.

Susan serves on the Town of Red Hook Ethics Board, is Chair of the Red Hook Zoning Review Committee, is past President of Red Hook Rotary Club and the Red Hook Chamber of Commerce.  She also served on the Board of Directors of the Eleanor Roosevelt Leadership Center at Vallkill for three years.  For the fun side of life, she loves to dance and is a member of a local dance performance troupe “Chester’s Cool Cats & Kittens”, and DJs for various local dances.

Beth and Susan share a Hudson Valley home in Red Hook, New York and they are pretty good Lindy Hoppers!