Susan Chesney built her career on a simple but powerful idea: time and money are tools, not obstacles. While working and attending college full-time, she learned how to manage both with intention. That early experience still shapes how she approaches financial planning today.
As Owner of Delegated Planning, LLC, Susan supports firms like Tranquilli Financial by handling the technical side of planning so advisors can stay present with their clients. She brings over 25 years of experience to this work, along with a calm steadiness that helps others feel supported.
She brings both technical knowledge and a collaborative spirit to her work, supported by the following credentials and affiliations:
- Bachelor of Science in Commerce, University of Virginia
- Master’s in Personal Financial Planning, College for Financial Planning
- Certified Financial Planner professional (CFP®)
- Member, National Association of Personal Financial Advisors (NAPFA)
- Leader of NAPFA’s Denver Local Group
Clients and colleagues know her for her consistency and clear values. She believes in living with integrity and showing up with care.
At home in Colorado, Susan is most often outside—hiking, snowshoeing, or just enjoying the stillness of the porch with a good book. These moments help her stay grounded and connected to what matters, both in life and in work.
Susan owns Delegated Planning, LLC, an independent firm that works closely with TFA’s ecosystem and services.