Inactive

Susan J Ferrari

Carmel Capital Partners, LLC

Superior Planning Wealth Management & Family Office

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Current Employers

Carmel Capital Partners, Llc

12760 High Bluff Drive Suite 210, San Diego, CA 92130 • United States

Current Registrations

Authority	Category	Status	Date
CA	RA	APPROVED	2026-01-23

CA RA
APPROVED

Since 2026-01-23

Branch Locations

12760 High Bluff Drive Suite 210, San Diego, CA 92130 • United States

10085 Carroll Canyon Road Suite 150, San Diego, CA 92131 • United States

Superior Planning Wealth Management & Family Office

10085 Carroll Canyon Road Suite 150, San Diego, CA 92131 • United States

Current Registrations

Authority	Category	Status	Date
CA	RA	APPROVED	2025-01-17

CA RA
APPROVED

Since 2025-01-17

Branch Locations

10085 Carroll Canyon Road Suite 150, San Diego, CA 92131 • United States

Disclosures

No disclosure categories reported as “Yes” on this SEC record.

Regulatory action No
Criminal No
Bankruptcy No
Civil judicial No
Bond No
Judgment / lien No
Investigation No
Customer complaint No
Termination No

Employment History

Organization	City	State	From	To
Superior Planning Llc	San Diego	CA	09/2024	Present
Superior Planning Inc	San Diego	CA	05/2021	08/2024
Horizon Prep	Rancho Santa Fe	CA	10/2010	12/2020
Not Employed	San Diego	CA	01/2021	04/2021
Carmel Capital Partners	San Diego	CA	12/2025	Present

09/2024 → Present

Superior Planning Llc

San Diego, CA
05/2021 → 08/2024

Superior Planning Inc

San Diego, CA
10/2010 → 12/2020

Horizon Prep

Rancho Santa Fe, CA
01/2021 → 04/2021

Not Employed

San Diego, CA
12/2025 → Present

Carmel Capital Partners

San Diego, CA

Exams

Code	Exam	Date
S65	Uniform Investment Adviser Law Examination	2024-06-17

S65 Uniform Investment Adviser Law Examination

2024-06-17

Other Names

Susan Jean Moutray
Susan Jean Ferrari

View on SEC IAPD

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