Susan Badeau

There are only two lasting gifts we can give our children - one is roots, the other is wings

Veronica Strauss

Joined Mar 26 2014
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General Info

Philadelphia, PA and FL
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Susan Badeau

About Me


Financial Planner- Special Care Planner -Bilingual

Office 954-689-9528 and 61-766-3077


Cell: 954-258-5546

Mission Statement

To optimize the standard of living of my clients by providing the best way to plan, to protect and to build their assets in a professional and personal manner while improving every client’s quality of life.

• Born and raised in Argentina and educated in Argentina, Brazil, Israel and the United States.

• Degree in Business Administration – Finance-

• Degree in Dance and Physical Education and graduate studies in Health Education. Yoga training and Medical Yoga training at Thomas Jefferson University.

• I love helping people to achieve financial and physical fitness. I enjoy practicing Yoga and meditation, working with my clients, helping them to protect and to plan for their future, and spending time with my family and friends.

Professional Experience

o Financial Planner-CRIA fee based planner-bilingual, with MassMutual.

o Certified Long Term Care Specialist - CLTC stands for “Certified Long Term Care,” a designation granted by the Corporation for Long-Term Care Certification. As a CLTC graduate, I have completed a rigorous multidisciplinary course that focuses on the profession of long-term care. The program is recognized by states regulators, through the granting of continuing education credits, as having provided essential information necessary to the appropriate sale of long-term care insurance. Appointed as a Representative for the Board of Lower Merion School District.

o Chartered Special Needs Consultant TM - The ChSNCTM program is considered the most comprehensive credential available for financial advisors interested in effectively providing special needs individuals and their families with informed financial advice designed to help preserve assets without jeopardizing access to essential support services. Completing the ChSNC designation requires a minimum of 120 hours of study as part of three college-level courses that include six hours of rigorous proctored examinations.

o Chartered Life Underwriter® - CLU® is the highest standard of knowledge and trust and the world’s most respected designation of insurance expertise. This prestigious course of study provides professionals with in-depth knowledge on the insurance needs of individuals, families and business owners.

o Certified Family Business Specialist - CFBS designation is an academic achievement signaling completion of a series of examinations covering business and financial information for family businesses. It is regarded as a significant professional milestone, reflecting a commitment to enhanced client service through continuing professional education. I am one of approximately 300 financial services professionals who have earned this exclusive designation through a rigorous educational program at the American College in Bryn Mawr, Pennsylvania.

o SCORE Counselor volunteer, SCORE is America’s premier source of free and confidential small business advice for entrepreneurs. As a resource partner with the U.S. Small Business Administration SCORE is a 501 (c) (3) nonprofit organization dedicated to the formation, growth and success of small businesses nationwide. SCORE has helped more than 7.8 million Small Business.

o American Cancer Association, Volunteer, providing seminars on financial planning for families and breast cancer survivors.

o Alzheimer’s Association, Speaker on Long Term Care- Financial Planning for families and caregivers.

o Stress Management consultant and Dance Educator. Teaching workshops for students ages 3 to 100 years old, in corporate, educational, performing arts institutes, Temple University, law firms, hospitals and nursing homes.

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