Broker Check

Susan Leivas-Sturner, EA

Susan Leivas-Sturner, EA

Enrolled Agent, Financial Advisor, Insurance Licensed, Tax Preparer

(951) 300-9600
Susie@leivasassoc.com

Susan Leivas-Sturner is the CEO of Leivas Tax Wealth Management with nearly four decades of experience. At the age of 13, Susie started in the tax business, assisting her father, Richard Leivas. After completing her education, she and her father became business partners, eventually forming Leivas Tax Wealth Management. Today, she serves as the leader of the team.

As an Enrolled Agent, tax preparer, and a financial advisor with HD Vest Investment ServicesSM, she can assist clients with a wide array of services. Over the course of her career, she has demonstrated to clients the tax benefit of retirement planning, and strives to incorporate tax planning with financial and investment services*. With so many decades of experience, Susie has worked with families through multiple generations and enjoys building long-lasting relationships with her clients.

One of Susie’s greatest strengths is helping clients understand and feel comfortable with the topic of their taxes. Striving to create a warm and welcoming atmosphere, she believes her clients should walk away with a feeling of having had not only a professional experience, but a pleasant experience.

Outside of the office, Susie enjoys spending time with her family, taking long walks, boating, and reading.

*Investment and financial services are offered by Susan Leivas-Sturner through her affiliation with HD Vest.