Financial Advisor
CurrentA private wealth advisory practice of Ameriprise Financial Services, LLCCA Insurance #0K58762.
Apr 2016 - Present
AeroLeads people directory · profile
Heather Smart Email & Phone Number
Heather Smart, CFP®, CEPA®, APMA®, CRPC®, Financial Advisor at Ameriprise Financial Services, LLC.
at
WGG Wealth Partners
1 work email found
@ampf.com
4 phones found area 916 and 505
LinkedIn matched
4 data sources
Profile completeness 100%
Current company
Role
Heather Smart, CFP®, CEPA®, APMA®, CRPC®, Financial Advisor at Ameriprise Financial Services, LLC.
Location
Roseville, California, United States
Who is Heather Smart? Overview
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Quick answer
Heather Smart is listed as Heather Smart, CFP®, CEPA®, APMA®, CRPC®, Financial Advisor at Ameriprise Financial Services, LLC. at WGG Wealth Partners, based in Roseville, California, United States. AeroLeads shows a work email signal at ampf.com, phone signal with area code 916, 505, and a matched LinkedIn profile for Heather Smart.
Heather Smart previously worked as Financial Advisor at Wgg Wealth Partners and Financial Advisor at Securities America Inc.. Heather Smart holds Executive Certificate, Financial Advice And Planning from Pepperdine Graziadio Business School.
Company email context
Email format at WGG Wealth Partners
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{first}.{last}@ampf.com
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AeroLeads found 1 current-domain work email signal for Heather Smart. Compare company email patterns before reaching out.
Profile bio
About Heather Smart
Putting clients first; it’s what we doWe’re proud to be with a firm known for its unwavering commitment to understanding not only the markets but also what’s most important to you. We provide personalized financial advice to address today’s challenges and stay focused on tomorrow’s goals.It’s our honor to share that Ameriprise earned a 2023 Hearts & Wallets Top Performer™ recognition in:• Understands me and shares my values• Investment ideas are knowledgeable, timely and tactical• Explains things in understandable termsReady to learn more about how we can help you? Schedule a complimentary consultation whenever it’s convenient for you.Request a consultation.Areas of focus:InvestmentsFamily FinancesSaving for EducationRetirement Planning StrategiesSocial Security Retirement Benefits Heather Smart and her team provide financial planning services to clients in Napa Valley, Solano County, Sacramento and Roseville.
Listed skills include Client Management, Relationship Building, Business Planning, Ability To Listen, and 9 others.
Current workplace
Heather Smart's current company
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4 roles
Heather Smart work experience
A career timeline built from the work history available for this profile.
Financial Advisor
I worked as an independent financial advisor who focused on each clients specific goals and risk tolerances. Being independent afforded me the ability to tailor their financial plan to them and not to a specific investment product or company. Areas of focus:Wealth AccumulationRetirement Planning StrategiesEducation Funding StrategiesEstate Planning.
Jul 2014 - Jan 2016
Financial Advisor
I worked as an associate advisor in helping to provide attentive service to our clients. My goal was building and nurturing long term relationships and helping clients feel more confident in their financial planning. As a 'By Referral Only' firm, our clients satisfaction was our main focus. In addition to financial advice, I specialized in providing.
Oct 2012 - Jul 2014
Morgan Stanley Financial Intern
Attended weekly seminars hosted by Senior Vice President of Global Wealth Management, Jeffery C. Won. Conducted weekly stock analysis and presented findings to other interns using Power Point and excel. Completed mock stock trading using qualitative and quantitative analysis such as debt-to-equity ratios, moving averages and P/E ratios.
Jan 2010 - Mar 2010
2 education records
Heather Smart education
Executive Certificate, Financial Advice And Planning
Pepperdine Graziadio Business School
Bachelor Of Science (B.S.), Managerial Economics
University Of California, Davis
FAQ
Frequently asked questions about Heather Smart
Quick answers generated from the profile data available on this page.
What company does Heather Smart work for?
Heather Smart works for WGG Wealth Partners.
What is Heather Smart's role at WGG Wealth Partners?
Heather Smart is listed as Heather Smart, CFP®, CEPA®, APMA®, CRPC®, Financial Advisor at Ameriprise Financial Services, LLC. at WGG Wealth Partners.
What is Heather Smart's email address?
AeroLeads has found 1 work email signal at @ampf.com for Heather Smart at WGG Wealth Partners.
What is Heather Smart's phone number?
AeroLeads has found 4 phone signal(s) with area code 916, 505 for Heather Smart at WGG Wealth Partners.
Where is Heather Smart based?
Heather Smart is based in Roseville, California, United States while working with WGG Wealth Partners.
What companies has Heather Smart worked for?
Heather Smart has worked for Wgg Wealth Partners, Securities America Inc., National Planning Corporation (Npc), and Morgan Stanley.
How can I contact Heather Smart?
You can use AeroLeads to view verified contact signals for Heather Smart at WGG Wealth Partners, including work email, phone, and LinkedIn data when available.
What schools did Heather Smart attend?
Heather Smart holds Executive Certificate, Financial Advice And Planning from Pepperdine Graziadio Business School.
What skills is Heather Smart known for?
Heather Smart is listed with skills including Client Management, Relationship Building, Business Planning, Ability To Listen, Analytical, Leadership, Risk Management, and Team Building.
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