Team

Lee Sussman is the President & Founder of Sussman Financial Planning with more than 30 years of experience. He specializes in Wealth Management, Wealth Preservation, Investment Advice, College Planning, Portfolio Construction and Insurance Planning. Lee holds FINRA Series 7, Series 63 & Series 22 securities registrations through Cetera Advisor Networks LLC Lee resides in Parkland, Florida. When he is not working, Lee enjoys golfing playing tennis, skiing, practicing photography, spending time with his family and traveling, when he can, with his wife.

Matt Sussman is newest member at Sussman Financial Planning. Matt first entered the financial services industry in 2014, working with Putnam Investments as an Investment Consultant. He specializes in Wealth Management, Investment Advice, Millennial Investing, 401(k) rollovers and Portfolio construction. He recently joined the family business to enable new marketing strategies for the firm and focus on client acquisition. Matt holds FINRA Series 7 & Series 66 securities registrations through Cetera Advisor Networks LLC. Matt resides in Fort Lauderdale, Florida. Outside of the office, he enjoys being outside and staying active, playing golf, going to the beach, hiking, skiing, cooking, traveling with his family, and spending time with his English Bulldog, Charles.