About
CSG Financial
Sue Guynn is a Certified Financial Planner™ and an Investment Advisor Representative
with Financial West Group. She began her financial career with Dean Witter in 1999 as a Financial Advisor. Looking to expand her experience of portfolio management, in 2005 she joined a wealth management firm and worked closely with research analysts in the design and management of diversified portfolios.
To ensure that she could offer a wide variety of investment choices without compromising client’s values, in 2006, Sue formed CSG Financial and joined Financial West Group, an Independent Broker Dealer.
In 2008, she partnered with Rainbow Solutions, Inc.,
www.rainbowsolutions.us to co-manage
investment portfolios for nonprofit organizations. Sue enjoys conducting
educational seminars and investment workshops. She is a member of the
Social Investment Forum and Green America. She has a Bachelor of Arts degree from Radford University and a Masters of Science degree from California State University East Bay.
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