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SOESBE FINANCIAL
Soesbe Financial is an independent, fiduciary, fee-only Registered Investment Advisor providing financial planning and investment management.
SOESBE FINANCIAL
Soesbe Financial is an independent, fiduciary, fee-only Registered Investment Advisor providing financial planning and investment management. The firm acts as clients’ Chief Financial Officer for retirement planning, investment management, and related guidance, and does not sell financial products or take commissions. It uses a disciplined, collaborative approach and specializes in helping mature women and the LGBT community while serving unique clients across the spectrum.
General information
Firm type
RIA
Location
City
Sacramento
Principals
Susan Soesbe
MBA, EA, CFP® — Principal; Certified Financial Planner and Tax Professional
Christine Chosen — Director of Operations
Jenny Cuevas — Paraplanner
Jessica DaSilva — intern
Jennifer Cuevas — Paraplanner (started as Tax & Financial Planning Intern December 2023; Paraplanner June 2024)
Sector focus
Frequently asked questions
What is the AUM of SOESBE FINANCIAL?
SOESBE FINANCIAL does not publicly report assets under management. No credible estimate from external publications or regulatory disclosures is available, and the firm does not publish this figure on any known platform.
What sectors does SOESBE FINANCIAL target?
No sector focus areas for SOESBE FINANCIAL are disclosed in public sources. The firm's investment thesis and portfolio composition remain unknown.
Profile maintained by Altss using OSINT (open-source intelligence), regulatory filings, licensed data partners, and verified direct submissions. Read the methodology. Last updated: . Continuous refresh with full update cycles at least every 30 days.
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