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Interest

Golf

Summary

Suzanne LaTour serves as an award-winning San Diego-area financial advisor, business owner, and volunteer who contributes her time to numerous area organizations. Suzanne LaTour earned a CIMA certification through The Wharton School at the University of Pennsylvania and operates as a Chartered Financial Consultant who is frequently invited to speak at seminars and to local groups who express interest in her areas of expertise. She acts as a Vice President and a Wealth Management Advisor at Merrill Lynch in San Diego. She specializes in a variety of areas, from retirement planning to managed money to estate planning. Suzanne LaTour has also earned a Certified Investment Management Analyst designation, in addition to San Diego Magazine’s Five Star Wealth Manager award. She possesses over two decades of experience in the financial services industry. Suzanne LaTour combined her business acumen with her love of golf to open two GolfTEC franchises in the San Diego area: Rancho Bernardo and La Jolla. Ms. LaTour’s GolfTEC locations specialize in evaluating swings to facilitate individual player performance improvement. GolfTEC provides clients with customized online performance coaching and club-fitting services. The professionals at her GolfTEC locations have hundreds of hours of teaching experience. When Suzanne LaTour is not working or focusing on her GolfTEC franchises, she supports several prominent San Diego-area organizations as a volunteer. A former board member of the San Diego Downtown YMCA and a graduate of LEAD San Diego, she volunteered with READ, a San Diego adult literacy program. In addition, she currently participates as a member of San Diego Habitat for Humanity. She has also made financial contributions to many area philanthropic organizations.

Work experience

May 2009Present

CFP, CIMA, Wealth Mgt Advisor

Merrill Lynch

Education

Jan 2003Dec 2005

CIMA

University of Pennsylvania - The Wharton School