Susan Diamond, MSW, CFSW

Susan Diamond, MSW, CFSW is a financial coach and independent insurance broker based in Kingston, New York.1 Here are some key details about her:

Professional Background

Susan Diamond holds a Master of Social Work (MSW) degree from Fordham University and is a Certified Financial Social Worker (CFSW).1 She is also a licensed independent insurance broker, certified by the New York State Department of Financial Services.1

Current Role

Susan is currently working as an Independent Medicare Broker at HealthOptionsNY.1 She is AHIP Certified by America's Health Insurance Plans, with her certification valid from July 2024 to July 2025.1

Expertise and Focus

Susan describes herself as a "Money Mastery Academy" professional, specializing in:

• Financial coaching
• Mindset and behavior change for financial success
• Guiding professional and entrepreneurial women to improve their relationship with money

Mission and Approach

Susan's mission is to help women achieve financial independence and prosperity. Her approach involves:

• Encouraging open conversations about money among women
• Helping clients understand their money stories and attitudes
• Combining financial knowledge with emotional and behavioral insights

Additional Roles

Besides her work as a financial coach and insurance broker, Susan is also:

• CEO of Herfinance Club
• A published author
• A speaker and podcast host

Susan aims to inspire one million women to start conversations about money, helping them break down financial barriers and achieve their financial goals.1