• Pomeroy Financial Planning

    Pomeroy Financial Planning

    Categories

    Investments/Financial Planning

    About Us

    Independent | Fee-Only | Fiduciary

    Pomeroy Financial Planning was founded by Susan Pack in 1996 in Columbus, Ohio. Now headquartered in Cincinnati, PFP serves clients throughout Ohio and many other states. Susan is a Certified Public Accountant, a Personal Financial Specialist and a Certified Financial Planner®.

    Prior to founding PFP she worked extensively with families, executives, and small business owners as a CPA for a major law firm in the Tax, Trust and Estate Group and for a large fee-only planning firm. She is a graduate of The Ohio State University and completed post-graduate studies at The College for Financial Planning.

    For more information, please visit us at https://PlanPersistProsper.com/

    Highlights

    • CPA, PFS, CFP®
    • Fee-Only (no product sales)
    • We help our clients plan and persist so that they can prosper
    • Expert guidance since 1996

    Rep/Contact Info

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    View Personal Bio
    Susan Pack
    Managing Principal