Susan J Ferrari

Employer firm

Carmel Capital Partners, LLC CRD 123907

$434M regulatory AUM

Reported services (Item 5G)

• Portfolio management (individuals)
• Portfolio management (pooled vehicles)
• MONITORING FEES

From the firm’s Form ADV. Read the guides:

• Item 5F — Regulatory AUM
• Item 5G — Advisory services
• Full firm profile

Current Employers

Employment History

• 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

• S65 Uniform Investment Adviser Law Examination
  2024-06-17

Other Names

• Susan Jean Moutray
• Susan Jean Ferrari