Susie Boretti, CPA, CFP®

Wealth Advisor
(781) 860-7745

Fun Facts

Favorite vacation spot
Anywhere on Coastal Maine

Favorite activity outside of work
Reading on the beach

“Helping clients marry their personal goals with their financial needs can sometimes seem overwhelming, but this is what motivates me every day! I strive to understand what is most important to my clients. This allows me to help guide my clients in making the right decisions so they achieve their vision for the future.”

Susie Boretti is the newest addition to the Lexington Wealth Management team and joins us as a Wealth Advisor. She is a graduate of Bentley University, where she also received her Master’s degree in Financial Planning.

Prior to joining Lexington Wealth, Susie worked for RSM in their tax department before switching to wealth management. She focused on high-net-worth families and individuals, specifically on those who owned small businesses in the manufacturing and building materials industries.

When she is not working, she enjoys spending time in Maine with family, friends, and Ridi, her dog. Susie is an avid traveler, with her next trip planned for Italy and Albania (where her fiancé is from). Most recently, she rode a camel through the Sahara Desert in Morocco. A former competitive swimmer, she has turned her passion for fitness into running, and has completed three half marathons.

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