Suzanna Coelho, Social Security Planning Professional

Suzanna Coelho is a dedicated Financial Advisor at Lee Stoerzinger Wealth Management in Minnesota, bringing a wealth of experience and a heartfelt commitment to serving her clients. With a strong background in finance and account management, she made a pivotal career change in 2022 to focus on her true passion: helping individuals navigate their financial futures, particularly within the retired community. Known for her genuine approach and deep understanding of social security complexities, Suzanna takes pride in making a meaningful impact on her clients' lives.

Her career began in the nonprofit sector, where she honed her skills in payroll management and staff training at a nursing facility. This experience instilled in her a profound appreciation for personalized service, which she carries into her current role. Suzanna's joy for learning her clients' stories drives her dedication to tailor financial strategies that resonate with their unique needs and aspirations.

Suzanna Coelho has earned the National Social Security Advisor (NSSA®) certification, demonstrating advanced expertise in Social Security claiming strategies.

Outside of her professional endeavors, Suzanna is an avid outdoors enthusiast, spending quality time with her energetic German Shorthaired Pointer and exploring new destinations with her boyfriend. She cherishes family traditions, especially those revolving around cooking and sharing meals, which reflect her passion for connecting with others. With her empathetic nature and a desire to serve, Suzanna Coelho is a reliable and respected financial advisor, ready to guide you on your journey towards financial security and peace of mind.

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