Suzanne H. Keavney has been a Senior Financial Advisor with Zuk Financial Group since 1998 and is located in Claremont, California.   An Investment Advisor Representative (IAR) for National Planning Corporation, Suzanne holds FINRA Series 6, 63 and 65 licenses.   She is also licensed with the California Department of Insurance for Life, Disability, Long-term Care Insurance and Variable Annuities.   Through her investment advisory and financial planning practice, Suzanne represents a complete spectrum of mutual fund families, annuities and life insurance related programs. As an IAR, Suzanne offers institutionally managed programs to her clients as well as fee based consulting.

A former school principal and district administrator with a Doctorate in Education, Suzanne believes that the key to a successful long term financial planning relationship is consistent communication, along with a plan designed to address the unique needs and goals of each and every client.

A specialist in retirement planning, Suzanne is frequently invited to present educational seminars for schools, colleges, and education professional organizations. Suzanne has developed extensive knowledge in the Public Employee Retirement System (PERS) and the State Teacher Retirement System (STRS).   She also does seminars on investment and retirement planning for small businesses and non-profit organizations. Suzanne has earned a reputation for explaining difficult subjects in a style that is easily understood.

Along with her husband Owen, Suzanne is an avid fly fisherman.   If a "River Runs Through It" anywhere on the globe and you see a woman with a casting stroke you could only dream of, it just might be Suzanne. According to her husband, Owen, Suzanne always catches the biggest trout! Travel, family and fishing are Suzanne's passions as well as her genuine concern for people.