Susan Lozanov, CPC, QPA, QKA

Susan Lozanov

Experience highlights

Before transitioning into company retirement plans, Susan was a registered stock broker for several years with Charles Schwab. She has been providing administration and consulting on defined contribution plans at Wells Fargo since 1998. Susan currently specializes in advanced compliance testing for her clients.

Education and professional designations

Susan received a B.A. in Economics and Spanish from Vanderbilt University. She is a Certified Pension Consultant, a Qualified Pension Administrator, and a Qualified 401(k) Plan Administrator.
Contact Susan at 615-665-5406 or