Low Selected Top Financial Planner
Suzanne C. Low, J.D., CFP® has been selected by the Consumers' Research Council of America for inclusion in the Guide to America's Top Financial Planners, 2008 Edition. Consumers' Research Council of America is an independent research company based in Washington, D.C. that evaluates professional services throughout America. The selection process is based on a point value system that awards points for education, years in practice and affiliations with professional associations and organizations. No fees, donations, sponsorships or advertising are accepted from any individuals, professionals, corporations or associations to ensure an unbiased selection.
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 has provided fee-only comprehensive wealth management services in Southwest Florida since 1994, including financial planning, investment management, tax, trust and family office services. The firm's offices are in Bonita Springs, Florida and New Providence, New Jersey. The Lassus Wherley web site is www.lassuswherley.com.