Our Team

Susan J. Park

Susan J. Park, Director

Susan began her career at Joel Isaacson & Co. in 2002. Her main areas of expertise include working with clients on their retirement planning, cash management/budgeting and tax planning. In addition, she takes pride in being a great resource and mentor for others at the firm.

She received her BA in economics at Wesleyan University. She also participated in the 12 College Exchange Program and attended Dartmouth College during her junior year. She interned at the Federal Reserve in the financial structure section, compiling and analyzing bank mergers and acquisitions for the database.

In her spare time, Susan enjoys spending time with family and friends, traveling, playing sports and dining out. Susan lives in New York City with her husband and son.

We tailor comprehensive financial plans and integrated tax strategies that are adjusted as our clients’ lives change.

Experienced professionals

Helping clients realize their dreams through objectivity and personal accountability.