After a successful career in business and finance, Susan Helton’s personable fun style led to her natural inclination and interest in architecture, home décor and working with people as a Realtor. Before entering real estate, Susan worked as a CPA and International Tax Specialist, beginning her career for Coopers and Lybrand, one of the Big 4 accounting firms. This gave her the skill set to understand and interpret the financial side of a real estate transaction from a high-level and unique position. Susan Helton’s career change to residential real estate allowed her to combine her creativity and love of meeting people with her experience in finance. Susan provides a professional, strategic financial approach unmatched by her peers, and effortlessly partners that skill with an emphasis on friendly, personal client service that goes well beyond expectations.
For Susan, the creation of a long-term relationship goes far beyond the individual transaction. Many of her highest-end clients delight in working with Susan repeatedly because she understands the logic of tax and finance (even for home owners who own multiple properties and investment properties), while still understanding the inherent importance of building a foundation for one’s family and friends in the home of their dreams.
Susan Helton is a Luxury Properties leader in the Monarch Beach office of Berkshire Hathaway California Properties, while still serving her clients in the greater Pasadena area after living and working there for several years. Susan’s broad architectural and historical knowledge in each location helps homebuyers feel immediately acclimated, while home sellers know they’ve found a true partner who understands the eclectic and unique value of their homes.
Susan graduated from the University of South Florida with a double major in Finance and Accounting and holds a CPA license in the state of California. Susan and her husband, Mike, share couch time with two terribly active Jack Russell Terriers; Joe Cool and Lucy. In addition to spending time with her family, Susan enjoys being out in the great Southern California weather, playing tennis or her practicing at her new interest in golf.Read More
‟I was lucky enough to have Susan guide me through all the critical and important steps in the purchase of my first home. Her energy and enthusiasm in the face of any obstacle was much appreciated. There was never a time when she was not available or willing to change her plans to deal with my needs or answer any questions. She always has the best i … nterest of her clients at heart, and her market knowledge and professional approach ensures that the house buying process goes as smooth as possible. I am sure Susan will be my first call for my next purchase, and I would not hesitate to recommend her services” Read More ▾
‟It was truly wonderful to work with Susan Helton. This is our first home purchase and she was an incredible asset in terms of helping us navigate through the process. During our search for a home we had spoken with a couple of real estate agents and Susan was by the far the most hardworking, motivated, and flexible agent in the area. Susan was extr … emely professional, patient, objective, and flexible with our limited schedule (coming from NY). It was obvious that she was not focused on her own commission, as we felt the other agents were. She clearly cared about our needs and was incredibly supportive. She also navigated the social aspect of house-hunting perfectly” Read More ▾
‟I would recommend Susan as your real estate agent if you are planning on selling your home. Her Finance background and experience as a CPA at a "Big Four" CPA firm brought unique business experience to the process. I trusted her judgment when recommending a pricing strategy and throughout the negotiation process. She was able to combine her local a … rea knowledge of the local real estate market with her finance skills to advise in every step of the transaction. She always put our needs first and had our best interest at heart. In addition to her keen business acumen, Susan has an eye for design. She recommended small changes in our décor that made a big impression among other agents and potential buyers. As a result of her business acumen and design knowledge, , we received several competitive offers after our first week Open House. Our sale concluded without a hiccup at a price above our listing. We have retained Susan’s services for our other properties and will continue to work with her in our real estate transactions” Read More ▾
‟I wanted to share with you how much we enjoyed working with Susan Helton. This is our fifth home purchase and by far the best! During our search for a home we interviewed four real estate agents to find the right fit for us, then my wife called Susan and we found our new agent. Susan was so much more professional, courteous, considerate, and was no … t focused on her own commission, as we felt the other agents were solely focused on. We felt like we had a friend helping us find our new family home. Susan was patient, impartial, experienced and gave us the space to feel comfortable with our search and eventual purchase. Also, Susan was masterful in communicating between all parties and made my requests sound much more eloquent and 'win/win' focused than I ever could. It was like having a Public Relations Manager to manage my image, and I now I think I really need one. Susan's approach helped the seller and us work out a lot more details than I ever have in the past. I met the seller on the closing day and made a new friend. Susan followed up after closing to see how things were going and provided additional information and support - that's crazy!, but very much appreciated. Thank you” Read More ▾