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.
‟My husband and I had an opportunity to relocate to California from Illinois last year. I didn't know anyone in the area so I didn't have any referrals. I was very impressed with her professionalism, assertiveness, communication and responsiveness. We looked at many homes through the web portal that she set up for us and through showings. She knoc … ked on doors to meet the neighbors and helped us learn about the areas very quickly. Her friendly approach made our weekend house hunting days enjoyable. If I hear that anyone is looking to purchase a home I quickly tell them my success story and my experience with Susan. This was our third home purchase and certainly the best” Read More ▾
‟We 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. We trusted her judgment when recommending a pricing strategy and throughout the negotiation process. She was able to combine her knowledge o … f 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 ▾
‟Susan did a great job at negotiating the price for our condo in Pasadena. There was 8 offers on the condo and we were the one who got it. This place is priceless to me now. If I ever consider buying another condo I will definitely have her as my agent again.”
‟Very accommodating and helpful. She is also a nice person and fun to be around. Showed me several homes until we found the right one. I highly recommend her to anyone in my situation who wants to buy a home in Dana Point.”
‟We are currently working overseas and worked with Susan for over four months to purchase a home in California. Given our remote location and having to fly to US a few times in the last months, it was hard for us to handle a lot of administrative details on the ground. Susan was incredibly on top of everything and was incredibly helpful during and e … ven after the transaction. She was very diligent in helping us understand the different neighborhoods, looking and narrowing down different properties in a wide price range we had started with. Even when faced with unusual hiccups in a transaction, she was very resourceful and proactive in finding a solution. Over this process, we were very glad to have worked with Susan, whose extraordinary patience and professionalism particularly impressed us. We finally closed on our dream home in a competitive multiple offer situation where she was instrumental in guiding us through to winning it. We would definitely recommend Susan to represent any prospective homebuyer” Read More ▾
‟Susan’s real estate knowledge and congenial disposition saved us tens of thousands of dollars in the purchase of our new home. She patiently showed us about 50 houses until we found the right one, and then found a renter for our old house. She’s been a great friend. I recommend her highly.”
‟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 ▾
‟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 ▾
‟Susan was great in helping us find our home. We had an extensive wish list and were very picky. Susan was really patient and diligent. She helped us find our perfect home.”
‟We were in the market for a condo for our son (investing rather than spending money for rent) and happened upon Susan, who was showing a condo in the area. We felt welcomed from the first, and even though we hadn’t decided on the area yet, the information that we received helped us to make our decision. The whole process (which is not a favorite … ) was made painless by Susan’s helpful nature and attention to detail. All of our questions (especially specific ones when the world of termites was the topic) were answered thoroughly. Susan accommodated our schedule (a major trip right in the middle of escrow) and made the entire experience quite pleasant. Thanks Susan” Read More ▾