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Heidi Phan-Peterson, Cfp®, Mba Email & Phone Number
Financial Planner
at
Illumination Wealth
1 work email found
@salutecolorado.org
LinkedIn matched
✓ Verified August 2026
4 data sources
Profile completeness 100%
Current company
Role
Financial Planner
Location
Boulder, Colorado, United States
Who is Heidi Phan-Peterson, Cfp®, Mba? Overview
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Quick answer
Heidi Phan-Peterson, Cfp®, Mba is listed as Financial Planner at Illumination Wealth, based in Boulder, Colorado, United States. AeroLeads shows a work email signal at salutecolorado.org and a matched LinkedIn profile for Heidi Phan-Peterson, Cfp®, Mba.
Heidi Phan-Peterson, Cfp®, Mba previously worked as Financial Planner at A Wealth Management Firm and Co-Founder & Executive Director at Salute Colorado. Heidi Phan-Peterson, Cfp®, Mba holds Masters In Business Administration from University Of California, Berkeley - Walter A. Haas School Of Business.
Company email context
Email format at Illumination Wealth
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{first}@salutecolorado.org
86% confidence
AeroLeads found 1 current-domain work email signal for Heidi Phan-Peterson, Cfp®, Mba. Compare company email patterns before reaching out.
Profile bio
About Heidi Phan-Peterson, Cfp®, Mba
Heidi Phan-Peterson, Cfp®, Mba is a Financial Planner at Illumination Wealth. She possess expertise in customer insight, strategy, project management, project planning, analysis and 14 more skills. She is proficient in French and Vietnamese.
Listed skills include Customer Insight, Strategy, Project Management, Project Planning, and 15 others.
Current workplace
Heidi Phan-Peterson, Cfp®, Mba's current company
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5 roles
Heidi Phan-Peterson, Cfp®, Mba work experience
A career timeline built from the work history available for this profile.
Financial Planner
Current
A Wealth Management Firm
Jun 2021 - Present
Co-Founder & Executive Director
Co-founded and managed this 501(c)3 to support the transition of high-performing military veterans into the civilian professions through mentorship, networking and grants.- Designed components of this 2-year support program- Recruited mentors through networking and outreach & authored a mentorship handbook- Collaborated with community partners like Google, executive coaches and other business leaders to lead workshops in goal-setting, interviewing, negotiations and other skills- Designed and led annual fundraising campaigns- Recruited board members and staff
Sep 2013 - Feb 2019
Director, Customer Engagement
Led market research projects aimed at helping company leadership understand and improve the customer experience, stay on top of shifts in consumer behavior and inform marketing plans and strategies.
Jun 2002 - Aug 2010
Manager, Sales Analysis
Analyzed sales trends, monitored underperforming districts; reported sales & productivity
Jan 2001 - May 2002
3 education records
Heidi Phan-Peterson, Cfp®, Mba education
Masters In Business Administration
Certificate In Financial Planning
B.A., Political Science/Economics, French Minor
FAQ
Frequently asked questions about Heidi Phan-Peterson, Cfp®, Mba
Quick answers generated from the profile data available on this page.
What company does Heidi Phan-Peterson, Cfp®, Mba work for?
Heidi Phan-Peterson, Cfp®, Mba works for Illumination Wealth.
What is Heidi Phan-Peterson, Cfp®, Mba's role at Illumination Wealth?
Heidi Phan-Peterson, Cfp®, Mba is listed as Financial Planner at Illumination Wealth.
What is Heidi Phan-Peterson, Cfp®, Mba's email address?
AeroLeads has found 1 work email signal at @salutecolorado.org for Heidi Phan-Peterson, Cfp®, Mba at Illumination Wealth.
Where is Heidi Phan-Peterson, Cfp®, Mba based?
Heidi Phan-Peterson, Cfp®, Mba is based in Boulder, Colorado, United States while working with Illumination Wealth.
What companies has Heidi Phan-Peterson, Cfp®, Mba worked for?
Heidi Phan-Peterson, Cfp®, Mba has worked for Illumination Wealth, A Wealth Management Firm, Salute Colorado, and Ziprealty.
How can I contact Heidi Phan-Peterson, Cfp®, Mba?
You can use AeroLeads to view verified contact signals for Heidi Phan-Peterson, Cfp®, Mba at Illumination Wealth, including work email, phone, and LinkedIn data when available.
What schools did Heidi Phan-Peterson, Cfp®, Mba attend?
Heidi Phan-Peterson, Cfp®, Mba holds Masters In Business Administration from University Of California, Berkeley - Walter A. Haas School Of Business.
What skills is Heidi Phan-Peterson, Cfp®, Mba known for?
Heidi Phan-Peterson, Cfp®, Mba is listed with skills including Customer Insight, Strategy, Project Management, Project Planning, Analysis, Segmentation, Feedback, and Competitive Analysis.
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