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LPL Financial - Susie Liu AAMS Financial Advisor

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LPL Financial - Susie Liu AAMS Financial Advisor

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Susie Liu is a Registered Representative with and Securities and Advisory Services offered through LPL Financial, a Registered Investment Advisor.

Member FINRA & SIPC. www.finra.org and www.sipc.org

Third party posts found on this profile do not reflect the views of LPL Financial and have not been reviewed by LPL Financial as to accuracy or completeness. For a list of states in which I am/we are registered to do business, please visit www.susieliu.com

11/02/2026

When it comes to making a difference, which is better? Investing for impact or starting your own philanthropy?

This fun piece can help your clients explore the benefits of impact investing versus founding a philanthropy.

10/30/2026

Working in Retirement: New trend or same old story?

10/28/2026

Are you looking for a balance? Find yours, starting with this video.

The sandwich generation faces unique challenges. For many, meeting needs is a matter of finding a balance.

10/26/2026

How many credit cards do you have?

The wise use of credit is a critical skill. These 10 questions will help you assess your skill level.

10/23/2026

Do you know the difference between a global mutual fund and an international mutual fund?

10/21/2026

Learn more about whether you need to pay estimated taxes.

Have income that isn’t subject to tax withholding? Or insufficient withholdings? You may have to pay estimated taxes.

10/19/2026

Are you on the fence about working with a financial professional? This video will give you some food for thought. Watch here:

10/16/2026

Do you have a will? Is it updated?

10/14/2026

There are ways to protect your business in the event of your death or the death of a partner.

It may help your business be better prepared in the event of the death of a principal or key employee.

10/12/2026

If you thought that payouts from life insurance are tax-free in all cases, think again.

Address

11440 West Bernardo Court, Suite 206
San Diego, CA
92127

Opening Hours

Monday	8am - 5pm
Tuesday	8am - 5pm
Wednesday	8am - 5pm
Thursday	8am - 5pm
Friday	8am - 5pm

Telephone

+18586958497

Website

http://www.susieliu.com/

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