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Suzanne Highet, CFP®, CFA

Real Life. Real Money. Real Financial Plans.

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Cultivating Wealth Suzanne Highet, CFP®, CFA
Portland, Oregon

Serving Clients Nationwide

Real Life. Real Money. Real Financial Plans.

Areas of Focus

  • Employee Benefits
  • Equity Compensation Options
  • Investment Management
  • Retiring Early (F.I.R.E)
  • Socially Responsible Investing

About Me

Hi, I'm Suzanne Highet, a financial advisor and investment specialist at Cultivating Wealth.

I love the intersection of finance and psychology found in financial advising. I hope to empower my clients to experience financial clarity and peace of mind. After spending fifteen years in the investment industry feeling full service financial advising tugging at my sleeve, I made the switch in 2018 and have been having a blast.

I earned the right to use the Chartered Financial Analyst (CFA) designation in 2006, and hold both a bachelor’s degree in Economics from Carleton College and a master’s degree in Economics from Claremont Graduate University. In 2021, I completed the requirements for the CFP (R) certification program.

When I'm not working, you'll find me gardening with enthusiasm but not competence; practicing yoga and strength training; walking, biking, and eating around the beautiful Pacific Northwest; singing too loudly in my kitchen; and helping my daughter sell Girl Scout Cookies.

I live in Portland, Oregon with my husband, two children, one stepdaughter, two rabbits and a chihuahua. I serve clients nationwide.

Professional Designations

  • CERTIFIED FINANCIAL PLANNER™ Professional
  • Chartered Financial Analyst (CFA)

Affiliations

  • Fee Only Network
  • National Association of Personal Financial Advisors

Location

6312, Southwest Capitol Highway, Portland, Oregon, 97239

Meeting Options

  • Video Conference
  • In-Person
  • Phone

Compensation Methods

  • Fee Only
  • Flat Fee
  • Percentage of Assets Managed

What to expect in the first meeting

Click the 'Book Intro Call' button above to schedule your free 15-minute introductory call. We'll listen and learn more about you and your individual circumstances and financial planning needs. And we can answer your questions to help you decide if we're a good fit to work together.

Offers Investment Management

Yes

About our Firm

Cultivating Wealth resides at the intersection of life and finances, offering fee-only financial planning services for people who want to take power over their wealth. Our highly-trained advisors help clients make smart financial decisions over a lifetime.

Our Simple Process for Cultivating Wealth:

✅ REAL LIFE. Real Life is where we begin. Setting financial goals is a balance between today’s decisions and tomorrow’s desires. Get the most out of today’s lifestyle without sacrificing your future.

✅ REAL MONEY. Real Money is where we adjust. Whether it’s a new home, job, or major move, we can connect these real money decisions to your overall financial strategy and help you decide the right next moves.

✅ REAL PLAN. Real Plan is what you get. We are fee-only planners and our plans are intended to give you the information you need to take power over your wealth.

Cultivating Wealth is a fee-only Registered Investment Adviser. Our roots are in New York City, but we are now coast to coast and serve clients virtually nationwide.

We are proud of our independence and dedication to the highest standards in our industry. Our fiduciary standard means that we are required to put our client’s interests first. Fee-only means fewer conflicts of interest because we cannot receive commissions.

Education

Claremont Graduate University, MA, Economics, Business and Finance | Carleton College, BA, Politics and Economics

Badges

Languages

  • English
  • French

Hobbies and Interests

  • Cycling
  • Eating Out
  • Gardening
  • Walking
  • Working Out
  • Yoga

Who We Serve

  • Baby Boomers
  • Blended Family
  • Corporate Executives
  • Couples
  • Divorce
  • Dual Income Family
  • Gen X
  • Gen Y / Millennials
  • Intergenerational Families
  • LGBTQ
  • Living in Retirement
  • Newly Engaged / Newlywed
  • Parents
  • Single Women
  • Widow
  • Women in Transition
  • Women Professionals
  • Women’s Finance
  • Young Families