Meet Suzan
Your Retirement Plan Fiduciary Advisor
With over 25 years of experience in employer-sponsored retirement plans, I have committed my career to supporting both plan sponsors and participants. Throughout my journey, I've realized that, despite the wealth of information available, genuine human support that drives results is often hard to find. At Hall Financial Wellness, our top priority is delivering high-quality, personalized service. As a boutique firm, I ensure that every client has direct access to me for fiduciary meetings, participant seminars, and timely responses to inquiries. While many plan sponsors have various tools at their disposal, what’s often missing is a dedicated retirement specialist who can simplify complexities and offer fiduciary guidance that puts your best interests first. I believe that responsiveness is crucial for a competent retirement plan advisor, and this is the vision that inspires Hall Financial Wellness.
Hall Financial Wellness has established relationships with many of the industry's most well-known recordkeeping and third party administration (TPA) platforms, such as Empower, Voya, Principal, Paychex, Fidelity, July Business Services and others, but our work is never limited to a preferred or approved list. If your plan is already with a recordkeeper or TPA you trust, we can work within that relationship. If you're starting fresh or considering a change, we'll help you find the right fit for your plan and employees.
I hold the CPFA® (Certified Plan Fiduciary Advisor) designation through NAPA and the CFS® (Certified Fund Specialist) designation from the Institute of Business and Finance, and I'm the author of 401(k) Plans Made Easy: Understanding Your 401(k) Plan. These credentials reflect my lifelong commitment to retirement plan mastery, providing the technical depth required to help you oversee your plan with absolute clarity.
If you're ready to work with a boots-on-the-ground retirement plan specialist who brings a hands-on, holistic approach to your company's retirement plan, one who simplifies your fiduciary responsibilities while optimizing outcomes for you and your employees, let's connect.
Outside of work, you'll find me staying active in Huntington Beach, California. Fitness has shaped my life since childhood. I have been teaching group fitness classes for over 30 years, currently serving the YMCA community. I'm also an avid runner with multiple half marathons under my belt and enjoy outdoor roller skating along the coast. At home, I recharge with my beautiful Persian cat, Cali.
-Suzan Hall
Founder and Principal
Hall Financial Wellness