LOW PRESIDENT OF THE FINANCIAL PLANNING ASSOCIATION OF SOUTHWEST FLORIDA
January 21, 2002 -- Suzanne C. Low, J.D., CFP®, was inducted as President of The Financial Planning Association of Southwest Florida, a chapter of the national organization, at the chapter’s first meeting in 2002. The FPA promotes the value and necessity of financial planning and acts as a vehicle for the success of the profession. “I am looking forward to participating at the forefront of the premier professional financial planning organization,” says Low. One of the organization’s commitments is to have the public identify the Certified Financial Planner™ (CFP®) mark as the cornerstone of the financial planning profession.
Low is a Certified Financial Planner™ practitioner and General Counsel with Lassus Wherley & Associates, a wealth management firm with offices in Naples and New Jersey, specializing in fee-only financial planning, asset management, tax, trust and family office services.
Low is a Director of the Estate Planning Council of Naples. She is a featured speaker at the Entrepreneur’s Law School and the Business School for Health Care Professionals held annually at Florida Gulf Coast University, and a regular presenter for the University of Florida Extension “Women Take Charge of Your Money!” Program. Suzanne is a contributing writer for the Naples Daily News and has appeared on various television and radio shows to discuss financial and business issues.
Suzanne is licensed nationally as a Certified Financial Planner™ practitioner by the Certified Financial Planner Board of Standards. She is admitted to practice law in New York, New Jersey and before the United States District Court. She earned her J.D. from the Rutgers University School of Law, an M.A. from Indiana University and B.A. from the University of Wisconsin.
Lassus Wherley & Associates is a wealth management firm with offices in New Providence, New Jersey and Naples, Florida, providing fee-only comprehensive financial services, including financial planning, asset management, tax and family office services. The Lassus Wherley web site is www.lassuswherley.com.