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Susanna Pinto
Professional designations
CFP(R)
Firm or Broker/Dealer name
Perigon Wealth Management
States licensed in
Irvine
,
California
Areas of expertise
Languages spoken
English
Areas of Expertise
Financial Planning
Time Zone
Susanna Pinto began her career in the financial services industry in Boston, but discovered her true calling in financial planning after 20 years. She joined Perigon as an aspiring financial planner and earned her CFP designation in 2025. Committed to holistic financial planning, she continues to expand her expertise, helping clients navigate complex financial landscapes.
With a global perspective shaped by her experiences living abroad, Susanna is passionate about guiding clients toward financial freedom so they can live with purpose and pursue what truly matters to them.
Now based in Southern California, she enjoys cooking, traveling, and spending time with her husband and two teenagers.