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 ▾
‟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 ▾
‟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 ▾
‟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 ▾
‟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 ▾
‟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 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.”
‟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 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 ▾
‟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 ▾