About Susan

Susan Cleeton is a Client Manager for Marcum Wealth. With over 25 years of experience in financial services, Susan focuses on qualified retirement plans, assisting clients with plan reviews, compliance issues, and day-to-day administration. 

Professional Associations

  • Certified Retirement Counselor ®
Practice Focus

Retirement Plan Design

Education and Certifications

B.A. in Business Administration
University of Missouri-Kansas City

Certified Plan Fiduciary Advisor (CPFA®)