Click here to learn more about our financial professionals by visiting FINRA's BrokerCheck.

Susan Chavez

Susan Chavez

Customer Service Associate

Susan joins EH Financial team as a Customer Service Associate. She handles clients’ needs and requests.  Susan works closely with our clients to ensure high quality services. She also provides assistant to Emmy and help coordinate client meetings and events.  Prior to join EH Financial, Susan spent 17 years working in property tax services for a major financial company. 

Susan grew up in the San Gabriel Valley. She was born in Los Angeles and now lives in San Gabriel, just a block away from EH Financial office with her teenage son. Susan enjoys watching the Dodgers games with friends and family.  Her hobbies and interests include art, mountain biking and going for long walks.

Susan Chavez is not affiliated with SagePoint Financial, Inc.