Susan Helton
Susan Helton

Susan Helton

Broker Associate • DRE: 01854787

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.

What My Clients Say

Jeff Flynn

Buyer
‟We walked into Susan's office, new to the area and gave her a budget to work with. This was in a hot market with limited inventory so she had her work cut out for us. Susan was tireless in selecting options and previewing homes and showed us almost 30 homes. Once we picked one she was truly our advocate from beginning of negotiations to final accep tance. I was moved ten times in my prior corporate life and never had this level of service and professionalism. We could not be happier with our new town home” Read More ▾

amcialwa

Seller
‟Susan is a terrific real estate agent. She is extremely professional, respected our time limitations, and she was great about sending appropriate listings in a timely manner. If you decide to work with Susan you will find it a pleasant experience. She is very knowledgeable about Dana Point and the surrounding areas. Give her a call, you will not be disappointed” Read More ▾

Michael and Carrie Roth

Buyer
‟During the initial consultation Susan was very professional and also did a very good job of probing to find out what the house must have and separate the wish list items. Susan was very supportive and available during the whole process she always found time to research the schools, shopping and prior sales to help us make an educated decision. She communicated every step along the way and assisted in assuring the closing date was not delayed My husband and I strongly recommend Susan as your partner in your real estate purchase. This was our third house purchase since we have been married for 17 years, and her service was impeccable. P.S. We got everything on the list including the “wish list” and stayed within our original price range” Read More ▾

Sandra and Hardy Haenisch

Buyer
‟We worked with Susan Helton for the purchase of our home. At the time, we were moving to California from abroad, and were not familiar with the real estate, mortgage and escrow procedures in the US. Susan was incredibly helpful working through these challenges with us. Susan has profound knowledge of the market and excellent contacts within the local community. She helped us secure our home in spite of having to compete with several very competitive offers. Her CPA background gives her the knowledge and the contacts to help clients work through the mortgage and banking part of buying a home. After the completion of the purchase Susan continued to be extremely helpful with various aspects of the after-sale situation. We cannot thank her enough for all her help and would absolutely recommend her to any prospective homebuyer” Read More ▾

Justin & Anna & Mila

Buyer
‟Susan is awesome! We purchased a home via short sale about a year ago and Susan was an amazing resource--indefatigable, always using the latest technology and analytical tools to provide information and answer our many many questions, provided quick answers with patience, explained the ins and outs intelligently and effectively, and she used all re sources at her disposal to help us decide to purchase our home. With her background as a CPA she was also fluent in the language of numbers--very important! She is aggressive in meeting her client's demands, genuinely nice, and a true asset to have on our side. We were very happy with her services and are happy to recommend her to all” Read More ▾

g hassan5

Buyer
‟We were so fortunate to have found Susan Helton at Berkshire Hathaway to assist us in our home search in the Laguna/Dana Point area. As relatively new residents to the area we thought we knew most of the neighborhoods but Susan showed us so much more. And while my wife and I had different priorities, Susan was masterful after just the first few day s in showing us properties that we could both get excited about. We found a terrific home in an area we were unfamiliar with previously and Susan helped us negotiate a terrific price and 'included items' list. I very highly recommend Susan for her market knowledge, understanding, responsiveness and professional expertise” Read More ▾

David and Sheila M.

Buyer
‟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 ▾

zuser20150302223829286

Buyer
‟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.”

Satisfied Client

Buyer
‟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 ▾

Ashley Fratello

Buyer
‟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 ▾

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