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Wealth Planning & Investment Firm

  

Suzanne Schaub, MBA

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Suzanne Schaub, MBA

Suzanne Schaub, MBA

Suzanne joined the Vision Wealth team in 2011, bringing more than 20 years of experience in corporate accounting and financial analysis. Her primary focus is on client relations where she plays an integral role in serving and facilitating a diverse range of client needs in a caring and proactive manner.

Suzanne received her Bachelor of Arts degree in Economics from UCLA and a Masters of Business Administration (MBA) from USC. Her business acumen and proficiency across all aspects of operations management, quality control and client care help to ensure a smooth, efficient and enjoyable experience for both our clients and team members.

Suzanne and her husband, Brad, have been married for more than 29 years and live in Camarillo, CA.  They have two boys in college (Cal Poly SLO and University of San Diego) and love spending time visiting their sons and their family home in Cayucos, CA.

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