Susan R. Kuczera, CFP®, ChFC®

Susan R. Kuczera, CFP®, ChFC®

Manager, Compliance and Client Operations

"While setting goals is essential to financial success, it is often the small steps taken each day that help clients achieve their long term goals.  My passion is to help clients and our firm create and stick with the small steps that enable the end goal to be met and surpassed."

Financial Services – 35+ years experience

Susan has 35+ years of varied financial services experience. She formerly served as the firm’s Chief Compliance Officer and now, as she transitions into retirement, currently serves in two roles. As Compliance Manager, Susan supports the firm’s Chief Compliance Officer and works with the other members of the firm’s compliance team. In her Operations role, Susan continues to help the firm’s Vice President of Operations to construct systems and processes to support the important work of the firm’s advisors.

Susan graduated from Thiel College with her Bachelor of Arts in Spanish & French. She continued her education at Drexel University and attained her Master’s in Business Administration-Finance, with selected courses in the Masters in Taxation program. Susan also completed the College for Financial Planning Program, and earned her CERTIFIED FINANCIAL PLANNER™ (CFP®) designation. She also has her Chartered Financial Consultant™ (ChFC®) designation, and is a retired Certified Public Accountant (CPA). Prior to joining Strategic Financial Group, LLC, Susan owned her own Registered Investment Advisor firm and tax practice, Kuczera & Associates, in Bloomingdale, IL. She gained extensive industry experience at several regional brokerage and insurance firms as well as compliance and regulatory experience while working with the Philadelphia Stock Exchange and FINRA.

Susan is involved in her church and its efforts in supporting the local community, to create a stable, healthy and value-driven environment for all families. She and her husband managed a three-year capital campaign to successfully reduce a $1 million mortgage by half. She was also involved in the development of the Senior Solutions Group of Chicagoland, an organization of professionals dedicated to the needs of seniors and their families.

Susan is happily married, has one daughter, and two grandchildren. She enjoys singing, golfing, and spending quality time with her grandchildren.
 

Susan’s Qualifications

  • Education
    • Bachelor of Arts in Spanish & French, Minor in Accounting, Thiel College, 1977
    • Master’s in Business Administration- Finance, selected courses Masters in Taxation, Drexel University, 1980
    • Certified Public Accountant, Pennsylvania, 1982
    • The College for Financial Planning Program, 1995
    • The American College
  • Professional designation
    • CERTIFIED FINANCIAL PLANNER™ (CFP®), 1995
    • *Chartered Financial Consultant™ (ChFC®)
    • Certified Public Accountant (CPA), retired