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Suzanne Daggert

Daggert Financial

Suzanne Daggert is a dedicated Certified Public Accountant (CPA) and business owner at Daggert Financial, with a strong passion for empowering clients to comprehend and utilize financial information effectively.

She specializes in tax compliance, gift and estate planning, trust administration, business valuation, managerial accounting, and financial reporting, helping clients make informed decisions about their business and personal finances.

Suzanne holds a Master's degree in Personal Financial Planning from Golden Gate University and a Bachelor's degree in Business Administration from the University of Washington - Michael G. Foster School of Business.

Her professional journey includes roles as a Senior Tax Professional at Ghirardo CPA, Tax Accountant at Thatcher Financial Services, and various financial and managerial positions at companies like Private Realty Investments, Inc., Maier & Siebel, Inc., Presage Software, and Kotzin Valuation Partners.

Alongside running her CPA practice, Suzanne brings a wealth of experience and expertise to the table to assist clients in achieving their financial goals.

She aims to provide holistic financial guidance beyond traditional accounting services, enabling clients to comprehend the insights hidden within their financial data and make strategic decisions for a prosperous future.

Suzanne Daggert
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Location

San Francisco Bay Area