Eric Susi

About Eric Susi

Eric Susi holds the titles of Lutcf and Cmfc®. He enjoys the closing bell on the New York Stock Exchange and maintains a personal 'Bucket List'.

Work at True North Wealth Partners

Eric Susi holds the titles of LUTCF and CMFC®, indicating his expertise in financial services. His role at True North Wealth Partners involves providing financial guidance and investment strategies to clients. He utilizes his qualifications to assist individuals in achieving their financial goals.

Education and Expertise

Eric Susi has earned the LUTCF (Life Underwriter Training Council Fellow) and CMFC® (Chartered Mutual Fund Counselor) designations. These credentials reflect his knowledge in life insurance and mutual fund investments. His educational background supports his ability to navigate complex financial landscapes.

Background

Eric Susi has a personal interest in the financial markets, as evidenced by his enjoyment of the closing bell on the New York Stock Exchange (NYSE). This interest suggests a commitment to staying informed about market trends and developments.

Personal Interests

Eric Susi maintains a 'Bucket List,' indicating a proactive approach to personal goals and experiences. This aspect of his life reflects a desire to explore and achieve various milestones outside of his professional endeavors.

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