Private Wealth Management
Retirement Plan Consulting
Institutional Portfolio Services
Susan M Stiles
CFP®, ChFC®, AIF®, CPFA, MBA
President and Founder
Susan Stiles is the founder of Stiles Financial Services, Inc., an independent financial consulting firm based in Edina, Minnesota, that emphasizes custom portfolio management and holistic advice solutions. In addition to the wealth advisory practice, the firm specializes in advisory services to retirement and pension plans, providing in part, fiduciary oversight, investment monitoring, and participant financial education. Susan has been servicing clients since 1993. She has been regularly quoted in business and industry publications both locally and nationally. Her approach is education driven with an emphasis on implementing behavioral finance to achieve positive outcomes. In 2021, Susan was named a Top Women in Finance by Finance & Commerce.
She is an active member of a number of industry business associations including Financial Planning Association of MN, ASPPA (American Society of Pension Professionals & Actuaries), Financial Services Institute, PSCA (Plan Sponsor Council of America), NAPA (National Association of Plan Advisors) Investment Management Consultants Association, Midwest Pension Council, Edina Chamber of Commerce, Rotary Club of Edina and the Economic Club of Minnesota.
Susan has authored a variety of columns and articles over the years and has been retained for industry speaking engagements. “Be In the Know,” a monthly education webinar offers an opportunity to take a deep dive into a variety of financial topics.
Susan is a MBA graduate of the Johnson School of Business, Cornell University with a concentration in finance and accounting and has a BS from the School of Hotel Administration, Cornell University. Susan was active for many years as Chair of the Learning Center for Economics, a joint collaborative with the Minneapolis Public Schools, Federal Reserve Bank and Minnesota Council on Economic Education to support financial and economic literacy. Her passion for animals led her to join the board of MN SNAP (Minnesota Spay Neuter Assistance Program) where she has served Treasurer on the executive board. She is past President and Treasurer of the Minnesota Cornell Club and has been a CAAAN (Cornell Alumni Admissions Ambassador Network) volunteer for 20 plus years. Susan has always been a strong advocate of education and financial and economic literacy at all levels as a means to help individuals improve their lives, and works passionately toward the cause of improving the achievement gap, which led her to create the Stiles Financial Community Service Fund. Susan resides in Edina, Minnesota with her husband Jeffrey Robbins and their three dogs. Together they have four married adult children and two grandchildren.
Credentials: Certified Financial Planner™ (CFP®), Chartered Financial Consultant (ChFC®), Accredited Investment Fiduciary (AIF®), Certified Financial Plan Advisor (CPFA), Master of Business Administration degree (MBA)
Insurance Licensure: Life and Health, Disability, and Long Term Care