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.
‟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 ▾
‟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.”
‟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 ▾
‟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 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 ▾
‟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 ▾
‟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 ▾
‟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 ▾
‟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 ▾