Unclaimed Profile

Susan Jean Ferrari

SUPERIOR PLANNING, LLC·SAN DIEGO, California

Series 65Clean record1 years registeredSUPERIOR PLANNING, LLC

10085 CARROLL CANYON ROAD, SAN DIEGO, CA 92131CRD# 7469689Firm CRD# 130711

Profile Verification

Sourced · FINRA · SEC · CFP Board · Self-disclosed

Identity

Susan Jean Ferrari · SAN DIEGO, CA

Registration

CRD #7469689 · SUPERIOR PLANNING, LLC · 1 years registered

Brand Profile

Not yet started

Career History

CARMEL CAPITAL PARTNERS, LLC

Jan 2026 – present

SUPERIOR PLANNING WEALTH MANAGEMENT & FAMILY OFFICE

Jan 2025 – present

Registrations & Exams

FINRA examinations passed

Series 65

Registration record

First registered · January 17, 2025

Years registered · 1

Disclosure History

Clean record · no disclosure events on file

Source: SEC IAPD. Verify on FINRA BrokerCheck →

Firm Overview

Firm

SUPERIOR PLANNING, LLC

CRD 130711 · SEC 801-131301

AUM

$105M

Regulatory assets under management

Employees

295 client accounts

Services offered by SUPERIOR PLANNING, LLC

Per Form ADV

Financial planning

Portfolio management (individuals)

Security ratings or pricing services

Charitable organization or education services

Client types served by the firm

Per Form ADV

Individuals

High Net Worth Individuals

Nonprofits & Foundations

View all advisors at SUPERIOR PLANNING, LLC →

Introduction

Speak with Susan

No cost, no commitment — we'll confirm availability and reply within 2 business days.

Not sure if Susan is the right fit? Take our 2-minute quiz →

Looking for a financial advisor in SAN DIEGO?

Browse all registered financial advisors in SAN DIEGO, California or claim this profile if it's yours.

Browse SAN DIEGO Advisors Are you this advisor? Claim profile

Frequently Asked Questions

What services does Susan Jean Ferrari offer?

Susan Jean Ferrari specializes in Financial Planning, Investment Management. Contact their office in SAN DIEGO, California for a consultation.

What are Susan Jean Ferrari's credentials?

Susan Jean Ferrari is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.

Where is Susan Jean Ferrari located?

Susan Jean Ferrari is based in SAN DIEGO, California, working with SUPERIOR PLANNING, LLC. Their office serves clients in the SAN DIEGO metropolitan area and surrounding communities.

How does Susan Jean Ferrari charge for services?

Susan Jean Ferrari's firm is compensated through percentage of aum, hourly charges, subscription fees, other: financial planning fees. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.

How large is SUPERIOR PLANNING, LLC?

SUPERIOR PLANNING, LLC has approximately 11 employees and manages $105M in regulatory assets under management. The firm is registered with the SEC as an investment adviser.

Not sure what to look for in an advisor?

Try our free Advisor Match Quiz →