Susan Palombo, CFP®, CIMA®, CPFA®, CPWA®

After living in the Minneapolis-area for 30 years, Susan  and her husband  relocated to Austin in 2014 where  she  continues helping business owners, relocated executive employees with their corporate transfer and families seeking a lifestyle change.

Two major themes of Susan’s life are helping others and a commitment to lifelong learning. She enjoys working with families and their foundations or other structures to accomplish those legacy and charitable gifting priorities. She is a dedicated student of the investment industry. To that end, Susan joined Baird in 2020 from Merrill Lynch/Bank of America and has earned the Certified Financial Planner TM (CFP®) certification awarded by the Certified Financial Planner Board of Standards, Inc. and the Certified Investment Management Analyst® ® (CIMA®) certification and the Certified Private Wealth Advisor® (CPWA®), the latter two administered by Investments & Wealth Institute TM (The Institute). As an active member of The Institute, Susan is honored to serve on their CIMA® Certification Commission, an 11-member council charged with the development and maintenance of the CIMA® certification along with the setting initial and on-going requirements.

As an active community volunteer in the two cities she loves, Austin, Texas and Minneapolis/Saint Paul, Minnesota; Susan is the past chair of the Advisory Council for the College of Liberal Arts, The University of Texas at Austin.

In prior years, Susan has also served on the boards of Impact Austin, the Animal Humane Society of Minnesota, The Minnesota Zoo Foundation, the Financial Planning Association of Austin, the Minnesota Women’s Economic Roundtable, the Carlson School of Management Executive MBA Council, The Blake School of Minneapolis, and LearningWorks, a Breakthrough Collaborative.

Susan earned a BA with honors, Plan II, from the University of Texas at Austin and an MBA from the Carlson School of Management at the University of Minnesota. She holds FINRA Series 7 and 66 registrations.

CFP® certificant, a designation awarded by the Certified Financial Planner Board of Standards, Inc.  
Investments & Wealth Institute ™(The Institute) is the owner of the certification marks “CIMA®”, “CPWA®,” “CertifiedI nvestment Management Analyst®,” and “Certified Private Wealth Advisor®." Use signifies that the user has successfully completed The Institutes’s initial and ongoing credentialing requirements for certification.