Suzanne Udoni is a Certified Retirement Counselor® and FINRA-registered Investment Advisor Representative with more than 20 years of experience helping clients achieve a better return on life. Her approach to financial planning is holistic and highly personalized, beginning with a deep understanding of each client’s values, goals, and life transitions—not just their finances.
Suzanne specializes in retirement income planning and wealth accumulation strategies, helping clients move toward confident, worry-free retirements by simplifying complex financial decisions. She is the founder of Waypoint Financial Solutions, Inc., established in 2008, and brings a diverse background that includes experience on the trading floor of the Chicago Mercantile Exchange, entrepreneurship, and financial advising within a regional bank.
In addition to her advisory work, Suzanne is actively involved in professional leadership and community service. She serves as Finance Committee Chair for the ThedaCare Waupaca Board of Directors, serves on the Advisory Council for Capital Group/American Funds, and is a member of AssetMark’s Field Advisory Board. She was honored as AssetMark’s 2022 Community Inspiration Award* recipient for her long-standing service with the Community Hospice Foundation.
Suzanne lives in the Waupaca area with her husband, Joe, and enjoys spending time with her family, traveling, reading, and creating in the kitchen.
Suzanne is a Certified Retirement Counselor® and an investment advisor representative as well as life and health/disability insurance licenses in Wisconsin. She is securities registered in AL, AR, AZ, CO, DE, FL, GA, ID, IL, IA, KS, MI, ME, MN, NC, NV, OH, TN, TX, VT, WA, WI and WY.
*AssetMark's Community Inspiration Award (2023) is based on community and/or charitable involvement and is not reflective of the recipient's abilities as a financial advisor. No clients were consulted, and no fees were paid to determine the winner. Third-party rankings and recognitions are no guarantee of future investment success and do not ensure that a client or prospective client will experience a higher level of performance or results.