About
ABOUT YOUR PLANNER
Sue Gardiner
CERTIFIED FINANCIAL PLANNER™
INVESTMENT ADVISOR REPRESENTATIVE
MBA, BOSTON COLLEGE
BA, UNIVERSITY OF RHODE ISLAND
I love discovering what’s possible. I am always thinking about the future. And I love that my work can elevate others.
My mission in everything I do is always to bring my best self to the people, families and organizations I serve. Self-development is a constant for me as is continuing education. I am always learning.
When we work together, you’ll find that I spend a LOT of time on the details. I have a genuine interest in your lifestyle, your interests, and your happiness. These things are not separate from your financial needs. I take time up front to listen and learn about you – a trait that is authentic to me, even outside of work.
Growing up, I had a natural curiosity in learning anything and everything. I could have loved any path life led me on, but the only job I knew I wanted was being a mom. I love to teach, nurture, support, create opportunities, revel in my children’s joy from the sidelines. Over my 20 year career history, becoming a CFP® has shown me I could find these same traits in my professional work, too!
I am a wife, a mother, a daughter, a friend, and an ally.
My family and I love being outside, exploring a playground or tending to our moderately successful vegetable gardens. And on early mornings, before the crowds arrive, while the sun is still rising, Narragansett Beach is our serenity.
Why SCWP?
Values are more than words on a wall—they show up in how we speak, how we listen, and how we guide the people who trust us. Here’s what drives the work at South County Wealth Planning.
Be A Good Reflection of Humanity
Be reliable. Be present. Do what you say you’ll do. Return the call, answer the question, and know when it’s time to pause and simply listen. Kindness counts. Celebrate and grieve together. Offer both passion and compassion. Real connection matters—in life and in planning.
Advice without judgment
Financial lives are layered and deeply personal. Good advice meets people where they are, with empathy, not assumptions. There’s always a reason behind the numbers—and it’s worth understanding.
Make things clear
Complexity isn’t a badge of honor. When advice is useful, it feels simple—even if what’s behind it is anything but. Translate, explain, make it real. Financial planning should bring clarity and confidence, not confusion.
Timeless Principles, Current Thinking
A disciplined, research-based approach builds resilience and clarity, even in uncertain times. Ongoing professional education, peer connection, and deep curiosity ensure that advice stays current, thoughtful, and rooted in what works.
Plan for real life
This work is ongoing, designed to adapt as your goals and circumstances shift. Our independence allows for advice that’s personal, flexible, and free from outside agendas—so the guidance you receive is based solely on what’s right for you.
