# SOESBE FINANCIAL

SOESBE FINANCIAL is a RIA based in Sacramento.

## Overview

- **Organization type:** RIA
- **Headquarters:** Sacramento
- **Assets under management:** Undisclosed
- **Website:** https://soesbefinancial.com
- **LinkedIn:** https://www.linkedin.com/company/soesbefinancial

## Regulatory record

- **CRD number:** 307384
- **Registration status:** Registered
- **Reports private funds:** No
- **IAPD record:** https://adviserinfo.sec.gov/firm/summary/307384

## About

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.

## Sectors

- Mature women and the LGBT community

## People

- 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)

## 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.

## Related profiles

- [ARMADA CAPITAL LLC](https://altss.com/profile/armada-capital-llc)
- [Hoxton Wealth](https://altss.com/profile/hoxton-wealth)

---

Last updated: 2026-08-11T15:08:11.274Z

Canonical page: https://altss.com/profile/soesbe-financial

Maintained by Altss — https://altss.com — methodology: https://altss.com/methodology