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Why Choose
Hall Financial Wellness?

About Hall Financial Wellness

Welcome to Hall Financial Wellness! Retirement Education Consultant, Suzan Hall, CFS® has been helping plan participants in retirement plans for over 20 years. After working in multiple facets of the retirement plan industry, she realized the continual struggles Americans face as they approach retirement and wanted to make a difference with her drive, knowledge, and passion for retirement plan education.  She is the author of 401(k) Plans Made Easy - Understanding Your 401(k) Plan and the founder and owner of Hall Financial Wellness. 

Hall Financial Wellness specializes in employer-sponsored retirement plan education for employees. Suzan supports financial advisors, plan sponsors, TPAs, and recordkeepers providing engaging and action-driven participant education services to their participants and clients. 

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  T: (213) 787-4015

4000 MacArthur Blvd, Ste 600 East Tower, Newport Beach, CA  92660

info@hallfinancialwellness.com 

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Hall Financial Wellness, LLC (HFW) is a Registered Investment Advisor. Investment advisory services offered through Hall Financial Wellness, LLC.  This site is published for residents of the United States only.  Not all of the products and services referenced on this site are available in every state. HFW does not provide tax or legal advice. 

©2026 Hall Financial Wellness | All Rights Reserved 

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