AeroLeads people directory · profile

Heather Ponsano, Dba Email & Phone Number

Senior Licensed Branch Office Administrator at Kingsview Partners
Location: Eureka, California, United States 7 work roles 4 schools
2 phones found area 707 LinkedIn matched
✓ Verified Jul 2026 4 data sources Profile completeness 100%

Contact Signals · 2 phones

Direct phone (707) ***-****
LinkedIn Profile matched
3 free lookups remaining · No credit card
Current company
Kingsview Partners
Role
Senior Licensed Branch Office Administrator
Location
Eureka, California, United States
Company size
70 employees

Who is Heather Ponsano, Dba? Overview

A concise factual answer block for searchers comparing this professional profile.

Quick answer

Heather Ponsano, Dba is listed as Senior Licensed Branch Office Administrator at Kingsview Partners, a with 70 employees, based in Eureka, California, United States. AeroLeads shows phone signal with area code 707 and a matched LinkedIn profile for Heather Ponsano, Dba.

Heather Ponsano, Dba previously worked as Associate Financial Advisor at Coast Central Financial & Retirement Planning and Independent Consultant at Arbonne International Llc. Heather Ponsano, Dba holds Master Of Science - Ms, Criminal Justice/Safety Studies, 3.9 from Southern New Hampshire University.

Company email context

Email format at Kingsview Partners

This section adds company-level context without repeating Heather Ponsano, Dba's masked contact details.

Kingsview Partners

Review company-level records connected to Heather Ponsano, Dba before choosing the right outreach path.

View email format View company profile Management contacts
Profile bio

About Heather Ponsano, Dba

I help individuals and families with financial and retirement planning by providing financial advice based on 12 years of experience in the industry. In my spare time I enjoy volunteering with the Kiwanis Club of Henderson Center. I also enjoy playing music and showing rabbits.

Listed skills include Sales, Customer Service, Financial Analysis, Consumer Lending, and 32 others.

Current workplace

Heather Ponsano, Dba's current company

Company context helps verify the profile and gives searchers a useful next step.

Kingsview Partners
Kingsview Partners
Senior Licensed Branch Office Administrator
grants pass, oregon, united states
Website
kingsviewam.com
Employees
70
AeroLeads page
Company profile
View company profile Email format
7 roles

Heather Ponsano, Dba work experience

A career timeline built from the work history available for this profile.

Senior Licensed Branch Office Administrator

Current
Kingsview Partners

Eureka, California, United States

Jun 2023 - Present

Associate Financial Advisor

Coast Central Financial & Retirement Planning

Eureka, Ca

Heather Ponsano is a financial advisor with, and securities and advisory services are offered through LPL Financial (LPL), a registered investment advisor and broker-dealer (member FINRA/SIPC). For hyperlinks to FINRA and SIPC, please refer to ‘Contact Info’ section above. Insurance products are offered through LPL or its licensed affiliates. Coast Central Investment & Retirement Planning and Coast Central Credit Union are not registered as a broker-dealer or investment advisor. Registered representatives of LPL offer products and services using Coast Central Investment & Retirement Planning, and may also be employees of Coast Central Credit Union. These products and services are being offered through LPL or its affiliates, which are separate entities from, and not affiliates of, Coast Central Credit Union or Coast Central Investment & Retirement Planning. Securities and insurance offered through LPL or its affiliates are: • Not Insured by NCUA or Any Other Government Agency• Not Credit Union Guaranteed• Not Credit Union Deposits or Obligations• May Lose ValueThird party posts found on this profile do not reflect the views of LPL Financial and have not been reviewed as to accuracy and completeness. The LPL Financial registered representatives associated with this website may discuss and/or transact business only with residents of the states in which they are properly registered or licensed. No offers may be made or accepted from any resident of any other state.

Jun 2019 - Jun 2023

Investment Adviser Representative

Ebert Capital Management Inc

Eureka, Ca

May 2018 - Apr 2019

Agent Staff

State Farm

Insurance Sales

Jul 2014 - Mar 2018

Personal Banker Small Business Specialist

Jpmorgan Chase

Chase Investments, Personal Banker, a part of JP Morgan Chase Securities, LLC.

Jul 2010 - Jun 2014

Store Manager

Blockbuster

I was the store manager.

Sep 2002 - Jul 2010
Team & coworkers

Colleagues at Kingsview Partners

Other employees you can reach at kingsviewam.com. View company contacts for 70 employees →

MC Molly Comer Jackson Molly Comer Jackson Colleague at Kingsview PartnersParis, Tennessee, United States View → ZK Zachary Knable Zachary Knable Colleague at Kingsview PartnersWest Chester, Pennsylvania, United States View → ME Mitch Ehmka, Cfa, Cipm Mitch Ehmka, Cfa, Cipm Colleague at Kingsview PartnersGreater Chicago Area, United States View → SL Steven Lubrano Steven Lubrano Colleague at Kingsview PartnersFairfield, Connecticut, United States View → MP Monica Postlethwait Monica Postlethwait Colleague at Kingsview PartnersFort Walton Beach, Florida, United States View → MS Matthew Stolen, Aif®, Iaccp® Matthew Stolen, Aif®, Iaccp® Colleague at Kingsview PartnersGrants Pass, Oregon, United States View → JV Joseph Valentino Soto Joseph Valentino Soto Colleague at Kingsview PartnersAtlanta Metropolitan Area, United States View → SG Shaylyn Grimm Shaylyn Grimm Colleague at Kingsview PartnersCoupeville, Washington, United States View → JK Joshua Kammerer Joshua Kammerer Colleague at Kingsview PartnersIndianapolis, Indiana, United States View → SO Sally Oradei Sally Oradei Colleague at Kingsview PartnersGreater Minneapolis-St. Paul Area, United States View →
4 education records

Heather Ponsano, Dba education

Doctorate, Business, 3.83

University Of Phoenix

Received a Masters of Business Administration and Human Resources Management and a Doctorate of Business Administration.

FAQ

Frequently asked questions about Heather Ponsano, Dba

Quick answers generated from the profile data available on this page.

What company does Heather Ponsano, Dba work for?

Heather Ponsano, Dba works for Kingsview Partners.

What is Heather Ponsano, Dba's role at Kingsview Partners?

Heather Ponsano, Dba is listed as Senior Licensed Branch Office Administrator at Kingsview Partners.

What is Heather Ponsano, Dba's phone number?

AeroLeads has found 2 phone signal(s) with area code 707 for Heather Ponsano, Dba at Kingsview Partners.

Where is Heather Ponsano, Dba based?

Heather Ponsano, Dba is based in Eureka, California, United States while working with Kingsview Partners.

What companies has Heather Ponsano, Dba worked for?

Heather Ponsano, Dba has worked for Kingsview Partners, Coast Central Financial & Retirement Planning, Arbonne International Llc, Ebert Capital Management Inc, and State Farm.

Who are Heather Ponsano, Dba's colleagues at Kingsview Partners?

Heather Ponsano, Dba's colleagues at Kingsview Partners include Molly Comer Jackson, Zachary Knable, Mitch Ehmka, Cfa, Cipm, Steven Lubrano, and Monica Postlethwait.

How can I contact Heather Ponsano, Dba?

You can use AeroLeads to view verified contact signals for Heather Ponsano, Dba at Kingsview Partners, including work email, phone, and LinkedIn data when available.

What schools did Heather Ponsano, Dba attend?

Heather Ponsano, Dba holds Master Of Science - Ms, Criminal Justice/Safety Studies, 3.9 from Southern New Hampshire University.

What skills is Heather Ponsano, Dba known for?

Heather Ponsano, Dba is listed with skills including Sales, Customer Service, Financial Analysis, Consumer Lending, Coaching, Sales Management, Store Management, and Loss Prevention.

Find 750M verified contacts

Search by job title, company, industry, location, and seniority. Export verified B2B contact data when you need it.