Low Accepted As NAPFA Registered Financial Advisor
Suzanne C. Low, J.D., CFP® has been accepted as a NAPFA® Registered Financial Advisor by the National Association of Personal Financial Advisors (NAPFA). Membership is granted only to Fee-Only financial advisors who are paid directly by their clients, do not sell any financial products nor receive commissions. NAPFA's mission is to provide comprehensive, client-centered advice to individuals and families. NAPFA® advisors sign a Fiduciary Oath in which they promise “to place the clients' interests first.” They provide services in a fee-only manner with full disclosure of any potential conflicts of interest which might impair the advisor's objectivity and fiduciary responsibility to the client.
Ms. Low is a Certified Financial Planner™ professional and Director, Florida Operations with Lassus Wherley, a wealth management firm with offices in New Providence, New Jersey and Bonita Springs, Florida. Suzanne is Director of the Estate Planning Council of Naples, Past President of the Financial Planning Association of Southwest Florida and a graduate of the Charter Class of Leadership Bonita. She has served on the Board of the Speakers Assembly of Southwest Florida and is on the Bonita/Estero Development Council of the Lee Memorial Health System Foundation.
Lassus Wherley is a wealth management firm with offices in New Providence, New Jersey and Bonita Springs, Florida providing fee-only comprehensive financial services, including financial planning, investment management, tax, trust, and family office services. The Lassus Wherley web site is www.lassuswherley.com.