Legacy Protector | Points for Profit Pinnacle Partner | Portland’s Wealth Advocate | Secure Income Strategist | Retirement Specialist | Decumulation Expert
From Corporate Climb to Financial Freedom Fighter:
Suzie Self’s path to becoming a financial advisor wasn’t a straight line. After spending years in the corporate world, she saw firsthand how traditional retirement plans often left employees unprepared for the future. Experiencing the losses, limitations and fees of typical 401(k) plans, Suzie knew there had to be a better way. She recalls her own struggles, trying to navigate the rigid structures and penalties that came with accessing her hard-earned money, even in emergencies. This frustration fueled her desire to help others avoid the pitfalls she had encountered.
Today, Suzie brings a fresh perspective to financial advising, specializing in strategies that eliminate unnecessary fees and offer market protection. Her experience has shaped her commitment to creating personalized, risk-free retirement plans for her clients. She is driven by the idea that everyone deserves a secure retirement without the constant fear of market downturns or unexpected fees. Suzie’s journey from corporate America to independent advisor empowers her clients to build financial security on their terms.
WHY I DO THIS:
Protecting Dreams, Building Legacies, and Guarding Your Peace of Mind
For Suzie, helping others is not merely a profession—it’s a calling rooted in her deep commitment to empowering families. Her mission goes beyond finances; it’s about creating lasting stability and providing her clients with the peace of mind they need to truly enjoy their lives. Whether it's shielding a retirement nest egg from market volatility or creating a plan that leaves a meaningful legacy, Suzie’s work is driven by a passion to protect and uplift the lives of those she serves.
Suzie’s Unique Background:
A Foundation of Empathy and Understanding
Having a background in Psychology with a Bachelor of Arts in Psychology and a minor in Human Services, Suzie’s main goal has always been to make a meaningful difference in people’s lives. Over the years, she has worked with some of the most challenging populations, including the most violent adolescents and the adult criminally insane at the Oregon State Hospital. This experience has equipped Suzie with an exceptional ability to listen deeply, understand her clients' needs, and approach problem-solving in a way that is both empathetic and strategic. Her psychology background empowers her to forge meaningful connections with clients, helping them navigate complex financial decisions with confidence and clarity.
Suzie believes that this foundation has allowed her to come full circle in her career, now focusing on helping one of the most underserved segments of our society—those nearing or in their retirement years. She feels a strong sense of fulfillment in assisting individuals who often feel forgotten or overwhelmed by retirement planning, ensuring they have the safety and security they deserve for the years ahead.
Family First:
The Heart of Suzie’s Life and Mission
For Suzie, family is everything. Whether it’s gathering for weekend dinners, taking day trips, or just enjoying a quiet evening at home, she treasures every moment she shares with her loved ones. Her family brings balance, joy, and laughter to her life, and they’re her reason for staying grounded through life’s ups and downs.
Suzie is often the one organizing family outings, planning surprise get-togethers, and keeping everyone connected, even across busy schedules. She believes that family time is where memories are made, lessons are learned, and love is felt most deeply. From morning chats to late-night talks, she cherishes these moments, finding strength and inspiration in the bonds they share.
Blazing Trails On and Off the Court:
A Portland Trail Blazers Superfan
Suzie’s love for the Portland Trail Blazers runs deep—it’s been a family tradition for over 54 years. Together with her family, she cheers on her favorite team from six rows behind the basket, a spot where loyal fans and friends often see her on TV and mention it afterward. These games are more than just events; they’re cherished moments where Suzie and her family bond, sharing in the highs and lows of each season together.
Her passion for the Blazers mirrors the loyalty, resilience, and dedication she brings to every part of her life. Whether she’s backing her team on game nights or standing by her family, Suzie knows the power of showing up, cheering hard, and staying committed. The energy and excitement from these nights don’t just stay in the stadium—they fuel her spirit in every endeavor, creating a foundation of support, loyalty, and perseverance that she brings to all aspects of her life.
Cycling the Trails of Portland:
Where Clarity Meets the Open Air
Suzie is at her best when she’s cycling the winding trails around Portland and the Mid Willamette Valley. These rides are more than just exercise; they’re a space for reflection, clarity, and even inspiration. The open air, beautiful scenery, and the steady rhythm of her bike offer her a refreshing perspective that she brings back into her work, helping her see each client’s financial path with renewed vision.
For Suzie, cycling is a reminder that just like any journey, retirement planning requires stamina, balance, and a clear roadmap. She believes everyone deserves a future that feels as freeing and exhilarating as a bike ride on a perfect Portland day.
Life with Long-Haired Dachshunds:
Loyalty, Love, and a Little Adventure
Suzie’s life wouldn’t be complete without her long-haired dachshunds. She has had 5 total in her lifetime and they all have been her devoted companions and constant sources of joy. These little dogs, with their boundless loyalty and quirky personalities, bring laughter and warmth into her days, and Suzie wouldn’t have it any other way. Known for their adventurous spirits and fearless loyalty, they remind Suzie of the importance of both consistency and courage—qualities she strives to uphold in her relationships with clients. For Suzie, her dachshunds aren’t just pets; they’re family, each with their own unique personality and boundless affection. Whether curled up at home, hanging around her neck while working, or out for an adventure, they embody the same values she brings to her work: devotion, attentiveness, and a love that’s there for the long haul. Maize is her current dachshund, and enjoys coming to the office at times.
A Heart for Community:
How Suzie’s Local Roots Drive
Her Work
As a Portland native, Suzie is deeply connected to her community. She believes that supporting others isn’t just a part of her job—it’s a way of life. Through her Pinnacle Partnership with “Points for Profit”, Suzie partners with local businesses to raise funds for nonprofits, creating a network of goodwill that benefits everyone involved. Each year, her program supports numerous non profits, all while helping local businesses expand their customer base and increase loyalty. The model is Shop Local, Serve Local and Sustain Local. For Suzie, giving back to her community isn’t an obligation; it’s an honor.
Suzie’s work is also an extension of her values. Rooted in faith and a commitment to integrity, she believes that financial security should be accessible to everyone, not just the wealthy. She goes the extra mile to ensure her clients feel supported, understood, and empowered. Whether she’s hosting a community event, supporting a local charity, or working one-on-one with a client, Suzie’s dedication to service and community shines through.
Strategies for Growth Without Loss:
Suzie’s Wealth Protection Insights
With a deep knowledge of financial planning and a heart for her clients, Suzie offers insights that simplify complex financial concepts. Her goal is to make her clients feel confident about their financial decisions. By combining tried-and-true methods with innovative strategies, Suzie educates her clients on options that eliminate market risks while maximizing growth. She believes that knowledge is power, and her clients appreciate the clarity she brings to their financial planning.
Suzie often draws on real-life examples to demonstrate the effectiveness of her strategies. From tax-free retirement accounts to guaranteed income plans, she explains how each option serves a specific purpose in securing a stable retirement. Her clients don’t just see her as an advisor; they see her as a partner who genuinely cares about their future. Suzie’s insights provide her clients with a roadmap to financial independence, allowing them to focus on what matters most: enjoying life without financial worry.
Strategies for Growth Without Loss:
Your Game Plan for a Secure, Worry- Free Retirement
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Schedule your no-cost, no-obligation session with Suzie Self, the Financial Trailblazer who knows how to safeguard your wealth and protect your future. This isn’t a generic meeting—it’s a strategic deep dive into your financial goals and unique needs. Together, you’ll discover high-growth options with zero market risk, strategies for tax-free income, and ways to guarantee lifelong cash flow—all tailored to secure the retirement you deserve.
Don’t just plan—win.
Book your spot on Suzie's calendar now and experience the peace of mind that comes with a clear, growth-focused retirement strategy.
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Suzie Self Financial - 2025