Jeanne J. Sutton, CFP, Financial Benefits Advisor, Strategic Retirement Partners | Speaker

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Personal Pronouns
Financial Benefits Advisor
Strategic Retirement Partners
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Jeanne is CFP® and a CPFA with Strategic Retirement Partners. She has built a successful practice serving as an investment advisor for families and businesses. Jeanne’s goal is to simplify advice in an over-complicated, jargon-filled industry. She has been interviewed by national publications including Forbes Magazine, Time Magazine, USA Today, The New York Times, CNBC News, etc. She brings an energy and simplicity to complicated topics and is known for the original content she posts on social media. Topics range from personal finance to employer-sponsored plans. You can find her using the hashtags #401klady and #cfppro. Jeanne’s accessible way of providing virtual advice and engagement is creating a more collaborative platform for financial professionals to support each other and their clients in the digital age. She and her team live in Bowling Green Kentucky, but serve clients across the country.