Susan Torbin, MS, CFP®, AIF®
President
Susan Torbin, president of Diversified Retirement Income Specialists, Inc., is a CERTIFIED FINANCIAL PLANNER™ (CFP®) professional and has earned an MS with an emphasis in financial planning. She has 28 years of experience and is an Accredited Investment Fiduciary® (AIF®).
She began her career with American Express Financial Advisors, and later decided to start her own financial planning firm in order to offer truly independent services and investments, in addition to helping her clients determine their goals.
Susan Torbin:
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Works on a fee or commission basis
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Is a member of the board of arbitrators for the Financial Industry Regulatory Authority (FINRA)
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Is an Investment Adviser Representative and Registered Representative of Commonwealth Financial Network®
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Holds FINRA Series 7, 24, 63, and 65 securities registrations through Commonwealh
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Holds life, health, and variable annuities licenses
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Has an inactive real estate license in order to keep up with real estate issues
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Works with both attorneys and CPAs within the state of Florida
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Has served on the Financial Planning Helpline for USA Today
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Was selected as 1 of 150 experts in financial planning by the University of Texas at Austin to help determine "What is financial independence for Americans today?”