Sue Mazzetti

Partner

925.488.4002

As one of the co-founders of Quorum Private Wealth, Sue brings a decade of wealth management and a decade of public accounting to the team’s experience and capabilities. Sue serves as a client relationship manager focused on developing financial strategies and advice for individuals, their families and their businesses. She has a particular passion for working with women, to empower them with financial literacy. She works closely with our clients’ full team of advisors, including attorneys and accountants, to provide a coordinated approach to wealth management, including wealth transfer, tax minimization and estate planning.

Prior Work Experience

Accreditations

Education

Volunteer Service

Personal

Prior Work Experience

Merrill Lynch Wealth Management:
Vice President, Senior Financial Advisor
Ernst & Young:
Senior Manager, International Capital Markets Practice

Accreditations

Certified Plan Fiduciary Advisor, CPFA®
Certified Public Accountant, CPA (retired)
Certified Retirement Planning Counselor, CRPC®

Education

Columbia University, MBA, Finance
Boston College: BS, Accounting

Volunteer Service

Financial Women of San Francisco: Board Member
Stanford Graduate School of Business and University of California Berkeley - Haas School of Business - UC Berkeley: Financial Literacy Workshop Lecturer
Various community and school-related volunteer positions

Personal

Sue and her husband, Pete, live in Danville and have three young adult children. After years of weekends filled with the kids’ sporting events, Sue is starting to pick up golf again, as well as spending more time traveling and gardening.