Heidi Hirsh, Ricp®,Chsnc® Email & Phone Number

Newtown, Pa, Us

Newtown, Pa

Heidi serves as a Financial Planner, working with clients in creating a comprehensive financial plan to address all of their needs. She is a a Retirement Income Certified Professional (RICP®) and has been working in the industry for over 30 years helping families achieve their financial goals.When working with Heidi, she will take you through the entire process, start to finish, in preparing for retirement and beyond. She works with a team of professionals to be able to accommodate every aspect of one's financial life.Heidi holds her FINRA Series 7, 24, 63 and 65. She also maintains her PA Life & Health Insurance licensing as well as the RICP® designation.

Newtown, Pa

Registered RepresentativeSeries 7,24,63,65Securities and investment advisory services offered through Royal Alliance, member FINRA/SIPC. Additional advisory services offered through Anthony Petsis & Associates, Inc. Royal Alliance is separately owned and other entities and/or marketing names, products or services referenced here are independent of Anthony Petsis & Associates, Inc.

Langhorne, Pa

(Formerly known as "United Capital Financial Advisers" and "Harvest Group Financial")Investment Advisory services are provided by United Capital Financial Advisers, LLC d/b/a Goldman Sachs Personal Financial Management (“GS PFM”), a registered investment adviser and an affiliate of Goldman Sachs & Co. LLC and subsidiary of The Goldman Sachs Group, Inc., a worldwide, full-service investment banking, broker-dealer, asset management, and financial services organization. Heidi S. Hirsh's focus is in creating retirement income plans for clients in all stages of their life. Heidi Hirsh has over 25 years experience in the financial services industry. She began her career in 1994 with the Securities and Exchange Commission as a securities compliance examiner, and has maintained a strong commitment to serving her community. Her goal has always been to help people make the financial decisions that align with their goals.With an extensive background in retirement plans, Heidi understands and appreciates the challenges it takes to accumulate assets to last one’s lifetime. As pension plans become a thing of the past, individuals may need to rely on other means for saving or generating income later in life. This is where partnering with Heidi may be valuable.She believes her role is not to tell people how to live their lives, but to educate them in such a way that they gain clarity and confidence to make their own financial choices, knowing the options they have ahead of time. Heidi truly enjoys watching her clients taking ownership and control over their financial decisions and constructing a future without fear and regrets.She graduated Magna Cum Laude from Temple University with a B.S. in Business Administration.

Investment Advisory services offered through United Capital Financial Advisers, LLC (“United Capital”), an investment adviser registered with the SEC. Securities and additional advisory services offered through Cetera Advisor Networks, LLC (“Cetera”), member FINRA/SIPC. Cetera is under separate ownership from any other named entity.Maintained Series 24, 7, 63 licenses

Langhorne, Pa

Securities offered through Girard Securities, Inc. a registered broker/dealer, member FINRA and SIPC. Investment advisory services offered through United Capital Financial Advisers, LLC, a registered investment adviser. United Capital Financial Advisers, LLC is not affiliated with Girard Securities, Inc. Visit www.FINRA.org and www.SIPC.org for Additional Information.All third party posts are the responsibility of their respective authors. These opinions and information are subject to change at any time without notice or obligation of notification. The information is intended for informational purposes only and is not intended to provide tax, legal, or investment advice.

Bucks County, Pa

Weekly financial radio show that aired on WBCB1490 in Bucks County, PA.

Ft. Washington, Pa

Independent Investment Adviser: Boutique investment advisory firm which specialized in retirement plans and retirement income planning. Given the nature of the office, served many roles. Met with clients to review investment goals and objectives and help allocate their portfolios. Served as relationship manager to clients in order to maintain and retain existing client base. Oversaw all aspects of operations and supervised administrative staff (including hiring and staff training). Helped develop procedures, brochures, marketing materials and website maintenance. Advanced knowledge of 401K plans and qualified accounts. Financial Planning: Retirement Income Planning - maintained all aspects of various software systems (including Betavest and Income for Life®). Assisted in developing income plans for clients through information gathering, software input and output and working directly with clients. Conducted formal and informal presentations to prospects for all income planning services. Researched various software programs for potential use. Research & Trading:Research of all investment products, including mutual funds, ETFs, bonds, and third-party managers. Performed all trading activities associated with retail and advisory wrap accounts. Supervised and coordinated all aspects of managed account platforms. Maintained relationships with broker/dealer executives and preferred vendors. Attended investment seminars and conferences. Third-Party Administrator (TPA):Conducted 401(k) educational seminars for small to mid-sized qualified plans. Participated in meetings with Trustee and Plan Sponsors to review, recommend and monitor investment line-up and delivered Plan annual reviews.

Registered PrincipalSeries 7, 24, 63, 65

Responsible for the day-to-day operations of both the asset management firm and brokerage firm. (Part-time)

Series 7 Registered Rep

Portfolio Manager:Responsible for identifying and marketing to prospective clients. Conducted client meetings to create proper investment strategy to meet financial goals and needs. Prepared and reviewed client reports -- including performance analyses, gains and loss statement, and current account allocation. Served on the firm's investment committee and gathered company research for review by the President. Worked closely with other portfolio managers in reviewing accounts. Oversaw all administrative personnel.Head Trader:Prepared and executed individual and block trades for over 800 accounts. Responsible for allocating bunched trades after execution. Coordinated and delegated all trading activity throughout the firm. Instituted trading procedures that enabled quicker and more equitable execution of transactions. Streamlined trading activity through the combined use of Advent/Axys software, Excel spreadsheets and online capabilities. Tracked trade settlements and resolved all trading issues, including any trade errors. Maintained and updated list of client restrictions to ensure adherence to individual investment strategies. Experience with equities, fixed income instruments (treasuries, corporates, municipals, preferred stocks), mutual funds and options.Compliance Officer:Handled all areas of regulatory compliance. Maintained and updated Form ADV. Preparation and submission of Form 13F. Monitored and pre-cleared all personal securities transactions. Developed all quarterly reporting forms.

Series 7 Registered Rep

Conducted financial, operational, and compliance examinations of investment advisors, investment companies, and related entities. Trained junior examiners. Conducted interviews with officers, employees and representatives of registrants. Analyzed accounting data, financial information, trading activity, and portfolio holdings. Audited performance figures. Recommended proper course of action. Prepared and reviewed written reports and related schedules and worksheets. Researched examination topics and findings. Performed company and representative background checks. Participated in preliminary and formal investigations.

Bs, Business Administration

Graduated Magna Cum Laude

Business

Education record

Retirement Income Planning