Susan Green, CFP®

Susan Green has led Independent Capital Management's Camarillo office since 1995. Susan is a managing director at ICM and serves on the company's board. She is a CERTIFIED FINANCIAL PLANNER™ and a Registered Principal with Osaic Wealth, Inc. Susan is also a licensed life and disability insurance agent. Susan has been one of ICM's top production offices for the past 30 years.

Susan specializes in helping individuals and families with all aspects of financial planning. These include college and retirement planning, as well as insurance, estate, and tax planning. Susan provides complete financial plans that prepare clients for pre- and post-retirement needs.

Susan grew up in Cheney, Washington, and graduated from Washington State University with a business degree in 1988. She has worked in financial services since 1993.

CA Insurance License # 0B19834