Dexter 734.274.6744 | Grosse Pointe 313.486.9634 | Birmingham 248.795.1133 ext. 407 | Charlevoix 989.262.0100
Client Access Right Capital

Susan Near

Client Service Representative

BackgroundClient Service Representative Pearl Planning

Prior to joining Pearl Planning, I worked as a Branch Office Administrator for a financial firm and also had experience in banking and bookkeeping. I also had the opportunity to stay at home for a few years to raise my two amazing daughters. I received my bachelor’s degree from Central Michigan University, in Early Childhood Development and Family Studies.

After nearly 40 years working in client services, I know my calling is to help people in any way I can to achieve their dreams. Living through some of life’s ups and downs, I am more aware than ever of the importance of a well thought out financial plan.

I am so blessed to be working with Melissa Joy, my daughter Hannah, and this amazing team, as a Client Service Associate, here at Pearl Planning. It is gratifying to assist and see clients reach their goals and move toward a successful financial future.

St. Louis Michigan, the Middle of the Mitten, is where I live and raised my two daughters and my furry pets. When I am not working, I may be walking my dog Cali, playing a game or planning my next visit to see Leah and Joe in Santa Monica, CA or Hannah and Jeff, in Charlevoix MI. Always trying to live life to the fullest.

Three Favorite Words

Grace, Gratitude, Generosity

Childhood Collection

Christmas Ornaments! As a child and still to this day I have been gifted or purchased ornaments reminding me of people I love, places I’ve been or dreams I look forward to. I love that once a year, I look at each one as I place it on my tree and remember the significance of that ornament. I started collections for my daughters when they were babies, purchasing one per year representing something they loved during that time in their life so when they moved away from home, they had a little box of memories to take with them to start their own special holiday season.

You Might Bump into Me...

In a bookstore or a juice bar or my favorite place… roaming around Northern Michigan visiting the beach, a winery or two or visiting my daughter, Hannah and her husband Jeff.

Quote On My Desk

“A good life is when you assume nothing, do more, smile often, dream big, laugh a lot and realize how blessed you are for what you have.” Zig Ziggler

Meet the Other Team Members of Pearl Planning

President and Financial Planner

Financial Planner & Relationship Manager

Investment Associate

Certified Divorce Financial Analyst®

Client Service Representative

Executive Assistant

Financial Advisor

Pearl Planning - no grit no pearl - financial planner advisor in Ann Arbor Dexter Michigan

Pearl Planning Grosse Pointe
81 Kercheval Avenue, Suite 202
Grosse Pointe Farms, MI 48236
313.486.9634 I Melissa.Fradenburg@pearlplan.com

Pearl Planning Dexter
8031 Main St. Suite 302
Dexter, MI 48130
734.274.6744 I melissa@pearlplan.com

Pearl Planning Birmingham
600 S Adams Road, Suite 300
Birmingham, MI 48009
248.795.1133 ext. 407 I jacki@pearlplan.com

Pearl Planning Charlevoix
201 State Street, Suite D
Charlevoix, MI 49720
989.262.0100 I hannah@pearlplan.com

Investment advisory services offered through Pearl Planning, a DBA of Stephens Consulting LLC, an SEC registered investment advisor. Pearl Planning is not a registered broker/dealer. Pearl Planning investment advisor representatives may only conduct business with residents of the states and/or jurisdictions for which they are properly registered. Therefore, a response to a request for information may be delayed. Please note that not all the investments and services mentioned are available in every state. Investors outside of the United States are subject to securities and tax regulations within their applicable jurisdictions that are not addressed on this site. Contact our office for information and availability.

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