Susanna Tang, MBA, CFP®

Wealth Advisor

I am a Certified Financial Planner ™. My mission is to help my clients to make educated decisions to reach their life goals and protect them from unnecessary risks.  I am committed to building long-term partnerships with my clients based on trust and care and providing them with best possible client experience. I joined SeaCrest Wealth Management in order to provide my clients with unbiased solutions. I do not sell any commission investment products.  I use Charles Schwab and TD Ameritrade as custodians of my clients’ assets.

My practice focuses on providing personalized financial services to young professionals, women, retirees and the Asian American community. The planning process begins with a deep understand of each client’s unique situation and their values, beliefs and objectives.   I help my clients develop financial plans with personalized strategies that address many aspects of their financial lives, including:

  • Wealth Management
  • Sudden Wealth
  • Employee Stock Options
  • Retirement Planning
  • Estate Planning
  • Life Transition
  • Qualified Plans
  • Risk Management
  • Education Planning

Before discovering my passion in financial planning, I had a successful career in the information services industry after obtaining my MBA at UCLA. While attending Smith Barney’s vigorous capital markets training, I completed the Personal Financial Planning Certificate Program at UC Santa Cruz and passed the CFP exam in July, 2009. After 5 years as a Financial Advisor at Morgan Stanley Smith Barney where I received the firm’s Pacesetter award twice, I joined SeaCrest Wealth Management to start my own practice.

My husband Casey and I are long-time residents of Menlo Park. We are both active volunteers in our local communities. Our daughter and son are currently pursuing their education at Reed College and UC Riverside respectively. A native of Hong Kong, I am fluent in Cantonese and have some comprehension of Mandarin.