Meet our Quorum
Sue Schaeffer
Sue Schaeffer is a founding member of Quorum Private Wealth; she left Merrill Lynch after 10 years to launch QPW in April 2021. Prior to Merrill, Sue practiced as a CPA, working her way up the ranks at Ernst and Young's Financial Services Office over her 10-year tenure, simultaneously earning her Master’s in Business from Columbia University.
Currently based in Danville, Sue started her career in NYC, and prior to that, attended Boston College.
At Quorum, Sue works with a wide array of clients, but particularly enjoys helping women better understand their finances and gain more control over their financial futures.
Outside of her work at Quorum, Sue is active on the board of Financial Women of San Francisco, serving as the organization’s president in 2024.
She was named a Best-In-State Top Women Wealth Advisor for Northern California by Forbes | SHOOK Research for 2023, 2024, 2025, and 2026. She was named to the Forbes | SHOOK Research Best-In-State Wealth Advisors list in 2023. Beyond her recognition from Forbes and SHOOK Research, Sue was named a to AdvisorHub's list of 200 Women Advisors to Watch for 2026. She received a Pathfinder award, spotlighting outstanding achievements in 2024 from Wealth Solutions Report.
Sue is also a Chartered Retirement Planning Counselor.
*View all the details and disclaimers related to Sue’s recognition.
Insights from Sue Schaeffer
Do women need to take a different approach to wealth?
Women face certain unique challenges when it comes to money, investing, and financial planning. In other ways, they're just like men. We break down what women need to know.
Tax prep versus tax planning
For many Americans, the thought of taxes goes hand in hand with mild anxiety. That anxiety can lead people to lump everything tax related into one bucket
What Is Tax-Loss Harvesting?
We tend to think of losing money on an investment as bad, but capital losses can be a helpful tax-planning tool... if you know how to use them strategically.
What drives our Quorum?
You want to work with a financial advisor you trust. Part of that is getting to know why we do what we do—how we came to be financial advisors.
Wealth building for women: How is it different?
Women face certain realities that can make building wealth more complicated for them than for men. Sue explains how an advisor can help.
Women: Get the most out of your financial advisor relationship
There are so many misconceptions around how women handle money, and they can impact how women interact with financial advisors. Sue Mazzetti reviews common questions.
