Suzanne Beczak, CFP®
800-432-7447 ext. 150
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Suzanne is an Associate Wealth Management Advisor at Atlas Private Wealth Management. In her role, she partners with clients and families to assist them in achieving their goals through comprehensive financial planning. Suzanne’s primary focus is to assist clients with cash flow, investments, and retirement and education funding. Additionally, Suzanne works with the financial counseling program for independent and private schools across the northeast.
Prior to joining Atlas in 2019, Suzanne spent eleven years with Ayco, a Goldman Sachs Company. Over the course of her tenure there Suzanne spent time in a variety of roles, most recently working closely with leadership of the Private Wealth Management division to train and educate employees as they prepared for their careers building client relationships.
Suzanne graduated from Siena College in 2009 with a bachelor’s degree in finance and obtained her master’s degree in business administration from The University at Albany. She has also earned her CERTIFIED FINANCIAL PLANNER™ certification and is a member of the Northeastern New York chapter of the Financial Planning Association (FPA).
Suzanne is originally from Central New York and currently lives in downtown Albany. While not working, she is learning how to knit and loves to travel, roller skate, spend time with friends and family, and relax with her two cats, Griffin and Nola.
CFP®- Certified Financial Planner Board of Standards, Inc. (CFP Board) owns the CFP® certification mark, CERTIFIED FINANCIAL PLANNER™ certification mark, and the CFP® certification mark (with plaque design) logo in the United States, which it authorizes use of by individuals who successfully complete CFP Board’s initial and ongoing certification requirements.