Susanne Thalman, Financial Advisor located in Park City, UT

Financial Advisor
Susanne C Thalman

CEPA®, AAMS®
1790 Sun Peak Dr Suite B 103, Park City, UT 84098opens in a new window
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Focus Areas

  • Wealth Strategies
  • Intergenerational Planning
  • Retirement Income Strategies
  • Divorce Finances
  • Estate & Legacy Strategies
  • Entrepreneurs & Business Owners

Financial Advisor Certifications

  • CEPA®

    Certified Exit Planning Advisor®

  • AAMS®

    Accredited Asset Management Specialist™

Team Members

  • Emily Rodarte
    Associate Financial Advisor
  • Dana Edmiston
    Sr. Branch Office Administrator
    FPQP®
  • Wendy Bryan
    Branch Office Administrator
    FPQP®

Send Me a Message

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Office Information

Hours

Office Hours
WeekdayAvailability
Mon 09:00AM - 05:00PM
Tue 09:00AM - 05:00PM
Wed 09:00AM - 05:00PM
Thu 09:00AM - 05:00PM
Fri 09:00AM - 03:00PM
Sat Closed
Sun Closed

Additional Hours

  • Web Conferencing

Phone

(435) 649-3077

Fax

(877) 429-0781

Office Address

1790 Sun Peak Dr Suite B 103
Park City, UT 84098opens in a new window

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