Susan Fargo, CFP® – Director of Operations
Susan has more than 20 years of experience in the financial services industry. She joined Lakeview Wealth Management in 2021 and currently serves as our Director of Operations and assists our advisors – Judy and Lisa, with Financial Planning strategies for our wonderful clients. Prior to joining Lakeview, she worked at another LPL affiliated firm where she served as Chief Operating Officer overseeing the day-to-day business operations of the firm. Additionally, Susan spent ten years at LPL Financial where she most recently served as senior vice president of Business Consulting. It was during her time at LPL Financial, where Susan was first introduced to Judy, Lisa, and the Lakeview team.
Susan received a Bachelor of Arts degree in political science from the University of Kansas. It was at KU where she became a passionate Jayhawk basketball fan and finally understood the meaning of the saying “the thrill of victory and the agony of defeat”. Susan is a CERTIFIED FINANCIAL PLANNER™ professional and currently holds FINRA series 7, 24 and 63 licenses held through LPL Financial. In her spare time, Susan enjoys spending time with her family and friends and volunteering for the local chapter of the Alzheimer’s Association. Susan and her husband Charlie live in Encinitas with their daughter Avery and their four-legged son, an English Labrador, named Max.
Susan’s “lakeview” is walking on the beach with her family watching their dog try to surf the waves.