Susana Ho
About Susana Ho
Susana Ho is a Senior Associate at Transamerica, where she has worked since 2014. With a background in insurance and business administration, she focuses on educating clients about financial independence and personalized retirement planning.
Work at Transamerica
Susana Ho has been employed at Transamerica as a Senior Associate since 2014. In this role, she focuses on educating clients about financial independence and the importance of retirement planning. Her work emphasizes personalized financial planning, acknowledging that each client has unique needs and circumstances. Through her position, she aims to empower clients to make informed decisions regarding their financial futures.
Previous Experience at Finance Insurance Ltd.
Prior to her current role, Susana Ho worked at Finance Insurance Ltd. as a Commercial Underwriter from 1996 to 1998. This position was based in Honolulu, Hawaii, where she gained valuable experience in the insurance industry. Her work as an underwriter involved assessing risks and determining coverage options for commercial clients.
Education and Expertise
Susana Ho has a diverse educational background. She studied at the Insurance Institute in Honolulu, Hawaii, where she earned a Certificate in Insurance Underwriting from 1986 to 1987. Additionally, she attended Ella College in Lima, Peru, where she studied Business Administration and Management, achieving the title of Executive Administration Secretary from 1976 to 1978. Her education is complemented by her experience as a Tax Preparer, Licensed Realtor, and Notary Public.
Background and Early Education
Susana Ho completed her high school education at Juan XXIII, where she achieved a High School Diploma, graduating at the 12th grade level. Her early education laid the foundation for her subsequent studies in business and insurance, contributing to her professional development in the financial services sector.
Passion for Financial Security
Susana Ho is passionate about helping retirees achieve financial security and leaving a legacy. She advocates for the importance of planning for retirement and believes in the value of experience-based learning. Her approach to financial education emphasizes understanding individual client needs and providing tailored solutions to support their financial goals.