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.
‟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 ▾
‟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 ▾
‟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 ▾
‟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 ▾
‟Susan is an absolute pleasure to work with, she is professional, diligent, patient and really keeps her clients needs top of mind. Susan worked closely with us to help us find a home that we are happy with. I am a busy mom and new to the West coast and Susan really helped us get situated. I would definitely work with Susan again and would absolu … tely recommend her to anyone” Read More ▾
‟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 ▾
‟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 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 ▾
‟We met Susan at another Open House. From their, the relationship developed into her representing us as both a seller (with her colleague) and a buyer. She was quite helpful and informative and had a good idea of what we were looking for early on. She understood our concerns about various properties and tried her best to help with some of our own h … iccups/complications. I certainly would recommend her as she is easy to work with and kept us and all things moving. Thank you.” 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.”