Susan Budrakey is a Chartered Financial Planner (ChFC) and a Chartered Life Underwriter (CLU). These marks identify those individuals who have met the rigorous experience and ethical requirements and have successfully passed the ChFC and CLU examinations covering the following areas: financial planning, investments, tax planning and management, retirement and employee benefits, estate planning, and various life, health, and disability insurance matters. Holders of these certificates must also agree to uphold the code of ethics and professional responsibility mandated by their organization.

Susan graduated from Syracuse University with a Bachelor of Science degree in Psychology and, some years later, with a Master’s degree, with honors, in Business Administration.

Susan has been active in the Financial Planning Industry—including Investments and Insurance—since 1984. She has taught Financial Planning courses as an adjunct instructor at Onondaga County Community College and at Cazenovia College. She is a frequent public speaker at community events and is available to speak on a wide range of topics.

Susan is married to James Budrakey, a retired instructor from Syracuse University. She has a married son and two granddaughters, a grown daughter, and three grown step-sons.

Susan serves as the Principal for a Branch Office of Cadaret Grant. The Branch Office is located in DeWitt, New York and Cadaret Grant is headquartered in Syracuse, New York.

With a lifetime of interest and experience in financial and economic matters, and over twenty years professional experience in the field, Susan particularly enjoys making complex topics understandable to less financially sophisticated clients. She finds that women in particular enjoy her approach to making these topics understandable and comfortable.