Suzannah L. Richards, CFP®, ChFC®, CLU® in

Suzannah L. Richards, CFP®, ChFC®, CLU®

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Financial Advisor at MAHONEY FINANCIAL ORGANIZATION, LLC
📍 Fort Lauderdale, Florida, United States

Suzannah Richards is a Financial Advisor and the President of Ocean Wealth, specializing in retirement planning and wealth management for businesses and individuals. A CERTIFIED FINANCIAL PLANNER™ professional with a degree in Business Management & Marketing, she is described by clients as knowledgeable, dedicated, and a person of high integrity.

She has served as a Global Ambassador for Women in Ecommerce in Florida, demonstrating a commitment to leadership and professional community engagement. Her work often involves helping clients with complex financial strategies, including lifetime income and college funding.

In 2016, she was recognized with the Golden Mouse Award for her leadership within the professional community.

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Experience
18 Years
Current Role
Financial Advisor
Location
Fort Lauderdale, Florida, United States
Personality Overview

How Suzannah shows up

Communication Style
Decision Approach
Work Preference

Behavioral traits and communication patterns that shape how this person evaluates opportunities, builds trust, and makes decisions in professional settings.

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Priorities

Topics Suzannah cares about

Retirement Planning
A core specialty in her practice, where she provides clients with long-term financial strategies for their retirement years.
Wealth Management
Her posts and professional focus highlight strategies for managing significant assets and building generational wealth for her clients.
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Career

Work history

10-2023
Financial Advisor
MAHONEY FINANCIAL ORGANIZATION, LLC
4-2015
Financial Advisor
Ocean Wealth
10-2014
Financial Advisor
Eagle Strategies, LLC
1-2008
Financial Services Professional
NYLIFE Securities, LLC
8-2007
Agent
New York Life Insurance Company
In the press

Media appearances

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Education
Business Management & Marketing
Florida Atlantic University
Social presence
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Behavioral profile

DISC profile (public)

DISC behavioral profile

Dominance, influence, steadiness, and calculativeness scores with guidance on how this person prefers to communicate and decide.

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