Learn About Susan Rizzi
Professional Background
Susan Rizzi became interested in investing and financial planning soon after college while developing portfolio management software for an investment company in Baltimore, MD. She established Green Valley Wealth Management to help clients make educated and informed decisions about their retirement. Susan especially enjoys discovering new technologies that help clients assess and become more confident with their financial decisions. The Green Valley Wealth Management team merged with Mission Wealth in 2022, “It’s so exciting not only to have found that but also a group of like-minded and like-hearted professionals I am proud to call partners and friends,” said Susan.
Susan holds the CERTIFIED FINANCIAL PLANNER™ designation and is an Investment Adviser Representative serving in a fiduciary capacity. She graduated magna cum laude with a Bachelor of Arts degree from Towson University.
Her professional affiliations include Society of Financial Services Professionals, Greensboro Estate Planning Council and the Financial Planning Association where she mentors new CFP® professionals and hosts the Business Success Knowledge Circle.
Personal Pursuits
Susan Rizzi has cultivated a diverse range of interests throughout her life, including her passion for animals, love of literature, and active lifestyle. Since adopting her first retired racing greyhound in 1986, she has been committed to giving these gentle creatures a loving home, and she is now caring for her seventh greyhound. In her free time, Susan enjoys immersing herself in books, and while she tries to read at least one book per week, she often wishes she could spend more time with her nose buried in a book. Susan's upbringing as the child of a retired military father has instilled in her an appreciation for diverse cultures, cuisine, and landscapes, and she cherishes the friendships she has made along the way.
Community Impact
Susan is an active member of her community and participates in various initiatives and local nonprofits. She serves as a General Board Member/Treasurer for Triad Health Project and Reconsidered Goods. Susan is also involved with Junior Achievement of Greensboro, the African American Male Initiative for mentoring and advocacy, and Horsepower Therapeutic Riding as a volunteer and treasurer. She is passionate about Retired Racing Greyhound Adoption and contributes through adoption, foster, and advocacy efforts. In addition, Susan is a Knowledge Circle Host for the National Financial Planning Association.
As a member of the Women on a Mission group, she is part of an array of female team members that offer the advice and guidance women need in this new age. Our goal is to support a future full of strong, independent women, based on education, positivity, and empowerment.
Awards and Recognitions
- Toastmasters Competent Communicator
- Largest Financial Planning Companies in the Triad, 2012 – Triad Business Journal
*for award disclosures and methodology, visit awards & rankings
It is hard to even summarize how wonderful our, now my, experience has been with Susan Rizzi, Beth, Phyllis, and Brayden over the past 20+ years. We followed them from their last firm and highly recommend them to friends and family. My mother and my daughter became clients, and I simply cannot say enough good about them and how they have managed our investments. The twice-annual (at least) portfolio reviews are comprehensive, and I so appreciate how they help guide in so many different areas, such as making suggestions for life insurance that included long-term care for the same monthly premium we had been paying. They also connected us with a strong accountant that they work closely with to consult on areas that are more his expertise and can share necessary documents with at tax time.
They have been so patient with me through my grief brain period after losing my mom and beloved husband, and I truly do not know how I would have gotten through everything without their guidance, understanding, and encouragement. I trust them explicitly, and the strong financial results they have achieved allow me great peace of mind. I could go on and on with accolades for Susan and her team, but I will end here with gratitude for who they are as people and what they have done for me.
In the News
About Mission Wealth
Mission Wealth is a nationally recognized Registered Investment Advisory firm (RIA) founded in 2000 known for its service model, driven by a world-class technology stack that offers financial planning, investment counsel, tax strategies, estate planning coordination, philanthropic advice, and asset protection solutions tailored to each client’s needs.Mission Wealth’s vision is to provide caring advice that empowers families to achieve their life dreams. Our founders were pioneers in the industry when they embraced the client-first principles of objective advice, comprehensive financial planning, coordination with other professional advisors, and proactive service. Mission Wealth is a fiduciary, and our holistic planning process provides clarity and confidence.