Susan H. O’Grady, CFP®, CRPC®
Susan O’Grady is president of Equipoise Wealth Management, Inc. – a fee-only Registered Investment Advisor located in Denver, Colorado. Equipoise has provided financial planning and tax preparation services to a diverse clientele since 1987. In September 2002, Susan was honored by Mutual Funds magazine as one of the top 100 financial planners in the country. This is the second consecutive year Ms. O’Grady has been recognized by Mutual Funds for excellence as a Certified Financial Planner™ practitioner.
In addition to her financial planning activities. Susan has served as a part-time faculty member at Metropolitan State College of Denver, as well as at the Denver campus of the University of Phoenix. She earned her bachelor’s degree from Towson State University and her master’s degree from the University of Phoenix.
An advocate for financial literacy, Susan founded the RainyDay Foundation, a non-profit organization under IRS section 501(c)(3), to promote wise money behaviors leading to family economic health. Furthermore, Ms. O’Grady has written “Working Money” columns for the Rocky Mountain News and contributed to articles in Newsweek, The New York Post, Readers Digest, and Working Woman to name just a few.
Susan actively supports the legitimacy of the CFP designation and the growth of the financial planning profession as a former member of the CFP Board of Examiners. In addition, she has expanded her capabilities as a financial adviser by earning the Chartered Retirement Planning CounselorSM .