| IACP

420 Osceola Avenue
Jacksonville Beach, Florida 32250
United States

Office Phone: 904-246-7484

https://www.raymondjames.com/susanhartman/about-us/bio?_=Susan.Hartman

susanhartmanjd@gmail.com

Member since 2021

Membership Type: IACP

Profession(s)

Lawyer, Financial Professional

Susan Hartman has over 24 years of experience with investments, investment vehicles, qualified retirement plans, and comprehensive financial, asset protection, estate and tax planning as an attorney and at the financial advisor, financial planner, wealth strategist and supervisory levels. She has conducted over one hundred presentations, classes, and workshops on financial planning and retirement plans for a variety of audiences composed primarily of financial professionals, CPA tax practitioners and attorneys and currently serves as financial consultant and expert witness in Divorce cases, litigated and Collaborative.

Area(s) of Practice: Investment Management, Asset Protection, Charitable Giving, Education Funding, Wealth Transfer, Divorce planning, and other financial consulting as a Financial Professional. As an attorney and Mediator, I write Wills/Trusts and other estate planning documents, handle Probates and estate settlement, Mediate divorces and represent clients in Divorce - practice limited to Collaborative Practice divorce.

License(s): Member of The Florida Bar, American Bar, Jacksonville Bar, and Jacksonville Beach Bar Associations (Texas pending). Series 7, 6, and 9/10 licenses. State of Florida and California insurance licenses. Other miscellaneous licenses, certifications and designations.

Professional Activities

Current and past officer and board member of: * The Collaborative Family Law Group of Northeast Florida, * The Jacksonville Beaches Bar Association, * Suncoast Dressage and Combined Training Association, and * Ponte Vedra Woman's Association.

Undergraduate Education

Associate of Art, St. Petersburg Florida College (1990), and
Bachelor of Science, University of South Florida (1993)
Juris Doctorate, Stetson University College of Law (2000)

Postgraduate Education

Juris Doctorate, Stetson University College of Law (2000)

Professional Education

CPWA - Certified Private Wealth Advisor®, 2010
CDFA - Certified Divorce Financial Analyst®, 2013
CFP - Certified Financial Planner®, 2003
IMC - Investment Management Consultant TM, 2012
CRPS - Certified Retirement Plan Specialist®, 2019
Mediator, Family Law Courts, State of Florida, 2018