Heidi Goertzen, Cfp®
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Heidi Goertzen, Cfp® Email & Phone Number

Portfolio Manager/ Financial Planner at Becker Capital Management, Inc at Becker Capital Management, Inc
Location: Portland, Oregon, United States 6 work roles 2 schools
1 work email found @beckercap.com LinkedIn matched
✓ Verified Jun 2026 4 data sources Profile completeness 86%

Contact Signals · 1 work email

Work email h****@beckercap.com
LinkedIn Profile matched
3 free lookups remaining · No credit card
Current company
Becker Capital Management, Inc
Role
Portfolio Manager/ Financial Planner at Becker Capital Management, Inc
Location
Portland, Oregon, United States
Company size
24 employees

Who is Heidi Goertzen, Cfp®? Overview

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Quick answer

Heidi Goertzen, Cfp® is listed as Portfolio Manager/ Financial Planner at Becker Capital Management, Inc at Becker Capital Management, Inc, a company with 24 employees, based in Portland, Oregon, United States. AeroLeads shows a work email signal at beckercap.com and a matched LinkedIn profile for Heidi Goertzen, Cfp®.

Heidi Goertzen, Cfp® previously worked as Portfolio Manager/ Financial Planner at Becker Capital Management, Inc and Financial Planner at Becker Capital Management. Heidi Goertzen, Cfp® holds Bachelor Of Science, Finance from Linfield College.

Company email context

Email format at Becker Capital Management, Inc

This section adds company-level context without repeating Heidi Goertzen, Cfp®'s masked contact details.

*@beckercap.com
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AeroLeads found 1 current-domain work email signal for Heidi Goertzen, Cfp®. Compare company email patterns before reaching out.

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Profile bio

About Heidi Goertzen, Cfp®

Heidi Goertzen, Cfp® is a Portfolio Manager/ Financial Planner at Becker Capital Management, Inc at Becker Capital Management, Inc.

Current workplace

Heidi Goertzen, Cfp®'s current company

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

Becker Capital Management, Inc
Becker Capital Management, Inc
Portfolio Manager/ Financial Planner at Becker Capital Management, Inc
portland, oregon, united states
Website
beckercap.com
Employees
24
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Company profile
View company profile Email format
6 roles

Heidi Goertzen, Cfp® work experience

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

Investment Associate

Rvk, Inc.

Portland, Oregon Area

Aug 2007 - Jan 2015

Sr. Investment Analyst

Rvk, Inc.
Jun 2003 - Aug 2007
Team & coworkers

Colleagues at Becker Capital Management, Inc

Other employees you can reach at beckercap.com. View company contacts for 24 employees →

JB John Becker John Becker Colleague at Becker Capital Management, IncPortland, Oregon, United States, United States View → TM T.J. Mcconville T.J. Mcconville Colleague at Becker Capital Management, IncPortland, Oregon, United States, United States View → KS Keene Satchwell Keene Satchwell Colleague at Becker Capital Management, IncPortland, Oregon, United States, United States View → JB Jerry Brown Jerry Brown Colleague at Becker Capital Management, IncSteilacoom, Washington, United States, United States View → BP Breanna Pangares, Cfp® Breanna Pangares, Cfp® Colleague at Becker Capital Management, IncPortland, Oregon, United States, United States View → MM Melissa May Melissa May Colleague at Becker Capital Management, IncPortland, Oregon Metropolitan Area, United States View → BH Blake Howells Blake Howells Colleague at Becker Capital Management, IncPortland, Oregon, United States, United States View → SM Stephanie Moyer Stephanie Moyer Colleague at Becker Capital Management, IncPortland, Oregon, United States, United States View → LD Lori Davis Lori Davis Colleague at Becker Capital Management, IncBattle Ground, Washington, United States, United States View → SV Søren Voxted Søren Voxted Colleague at Becker Capital Management, IncCopenhagen, Capital Region Of Denmark, Denmark, Denmark View →
2 education records

Heidi Goertzen, Cfp® education

FAQ

Frequently asked questions about Heidi Goertzen, Cfp®

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

What company does Heidi Goertzen, Cfp® work for?

Heidi Goertzen, Cfp® works for Becker Capital Management, Inc.

What is Heidi Goertzen, Cfp®'s role at Becker Capital Management, Inc?

Heidi Goertzen, Cfp® is listed as Portfolio Manager/ Financial Planner at Becker Capital Management, Inc at Becker Capital Management, Inc.

What is Heidi Goertzen, Cfp®'s email address?

AeroLeads has found 1 work email signal at @beckercap.com for Heidi Goertzen, Cfp® at Becker Capital Management, Inc.

Where is Heidi Goertzen, Cfp® based?

Heidi Goertzen, Cfp® is based in Portland, Oregon, United States while working with Becker Capital Management, Inc.

What companies has Heidi Goertzen, Cfp® worked for?

Heidi Goertzen, Cfp® has worked for Becker Capital Management, Inc, Becker Capital Management, Confluence Wealth Management, Ferguson Wellman Capital Management, and Rvk, Inc..

Who are Heidi Goertzen, Cfp®'s colleagues at Becker Capital Management, Inc?

Heidi Goertzen, Cfp®'s colleagues at Becker Capital Management, Inc include John Becker, T.J. Mcconville, Keene Satchwell, Jerry Brown, and Breanna Pangares, Cfp®.

How can I contact Heidi Goertzen, Cfp®?

You can use AeroLeads to view verified contact signals for Heidi Goertzen, Cfp® at Becker Capital Management, Inc, including work email, phone, and LinkedIn data when available.

What schools did Heidi Goertzen, Cfp® attend?

Heidi Goertzen, Cfp® holds Bachelor Of Science, Finance from Linfield College.

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