Heidi Stangl, Cfp®, Aams®, Abfp®
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Heidi Stangl, Cfp®, Aams®, Abfp® Email & Phone Number

Investment Associate at RBC Wealth Management at RBC Wealth Management
Location: Newport Beach, California, United States 9 work roles 4 schools
1 work email found @schwab.com LinkedIn matched
✓ Verified May 2026 4 data sources Profile completeness 100%

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Current company
RBC Wealth Management
Role
Investment Associate at RBC Wealth Management
Location
Newport Beach, California, United States
Company size
6359 employees

Who is Heidi Stangl, Cfp®, Aams®, Abfp®? Overview

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Quick answer

Heidi Stangl, Cfp®, Aams®, Abfp® is listed as Investment Associate at RBC Wealth Management at RBC Wealth Management, a company with 6359 employees, based in Newport Beach, California, United States. AeroLeads shows a work email signal at schwab.com and a matched LinkedIn profile for Heidi Stangl, Cfp®, Aams®, Abfp®.

Heidi Stangl, Cfp®, Aams®, Abfp® previously worked as Investment Associate at Rbc Wealth Management and Sr. Financial Consultant Partner at Charles Schwab. Heidi Stangl, Cfp®, Aams®, Abfp® holds Bachelor Of Science (Bs), Business Administration from Cal Poly San Luis Obispo.

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Email format at RBC Wealth Management

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

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Profile bio

About Heidi Stangl, Cfp®, Aams®, Abfp®

Heidi Stangl, Cfp®, Aams®, Abfp® is a Investment Associate at RBC Wealth Management at RBC Wealth Management. She possess expertise in event planning, leadership, microsoft office, facebook, microsoft word and 12 more skills. Colleagues describe her as "I worked with Heidi as a Club Services Student Assistant with ASI for approximately 6 months and can honestly say that she is one of the most dedicated, hardworking people I have ever met. She is a quick learner and picked up on our long list of job requirements in a heartbeat. She has gone above and beyond with each position she's held, able to handle multiple tasks simultaneously and see each through to its completion. Any organization would be lucky to have her as an employee!"

Listed skills include Event Planning, Leadership, Microsoft Office, Facebook, and 13 others.

Current workplace

Heidi Stangl, Cfp®, Aams®, Abfp®'s current company

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

RBC Wealth Management
Rbc Wealth Management
Investment Associate at RBC Wealth Management
toronto, ontario, canada
Website
rbcwealthmanagement.com
Employees
6359
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Company profile
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9 roles

Heidi Stangl, Cfp®, Aams®, Abfp® work experience

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

Sr. Financial Consultant Partner

Charles Schwab

Irvine, California

Aug 2021 - Mar 2024

Financial Consultant Partner

Charles Schwab

Irvine, California

Jun 2018 - Aug 2021

Client Relationship Specialist

Charles Schwab

Newport Beach, California

Apr 2016 - May 2018

Registered Personal Banker

Wells Fargo

Stanford, California

  • Identified and recommended suitable solutions for a range of clients in order to help with their financial needs and goals
  • Built long-term relationships with existing and new Wells Fargo customers ensuring retention and provided excellent customer service in all customer interactions
  • Profiled and evaluated assets to assist clients with investments and partner referrals to specialized departments within the Wells Fargo community
  • Provided prompt customer service to clients in need of cash transactions, proactively serviced mass-market clients, and sold products to fit immediate and future needs
Oct 2014 - Mar 2016

Customer Sales And Service Representative

Wells Fargo

Los Altos, California

Personal Banking & Finance

Sep 2013 - Sep 2014

Club Services Assistant

Associated Students, Inc.-Cal Poly San Luis Obispo

San Luis Obispo, California Area

  • Created and implemented student staff training; served as a role model and resource for student staff; assisted in the student staff evaluation process; reviewed and updated club training materials and forms; educated.
  • Offered direct service and assistance and advised officers and advisors in planning and preparing for all aspects of the organizations’ events; produced quarterly activity statistics and reports; developed and.
  • Audited and approved all requests for reimbursement and payment; clarified ASI and University policies and procedures related to financial services to officers and advisors
  • Attended and participated in meetings as necessary; participated in the overall ASI assessment planning and goal setting
Mar 2013 - Aug 2013

Club Services Frontline Student Assistant

Associated Students, Inc.-Cal Poly San Luis Obispo

San Luis Obispo, California Area

  • Provided quality customer service to over 250 Cal Poly clubs’ officers and advisors
  • Acted as a liaison to club officers and advisors in regards to problematic paperwork and various account requests
  • Offered positive public relations, program promotion, and policy education to staff and customers
  • Assisted with the annual club recognition process, including updating databases and education to club officers
  • Aided the Club Services Assistant with month end financial reconciliation of Purchase Orders
  • Able to handle confidential information according to ASI policies and procedures
Dec 2011 - Mar 2013

Marketing Director

Rocca'S Restaurant, Morro Bay

Morro Bay, California Area

  • Managed the restaurant’s social media and travel websites; created and maintained connections with local businesses
  • Consistently planned and implemented fresh ideas to expand customer base and promote extended reach for business year round; enacted changes to assist in promotion of the young restaurant to the Morro Bay community
  • Created a detailed proposal based off of market research to contribute to the restaurant’s successful re-launch with a new menu and objective
  • Led the group to organize community outreach events with the purpose of maximized exposure and promotion
Jun 2012 - Apr 2013
Team & coworkers

Colleagues at RBC Wealth Management

Other employees you can reach at rbcwealthmanagement.com. View company contacts for 6359 employees →

EK Emmanuel Kwesi Dickson, Cpfa Emmanuel Kwesi Dickson, Cpfa Colleague at Rbc Wealth Management Minnesota, United States, United States View → PJ Patrick J. Tobin, Cfp®, Ricp® Patrick J. Tobin, Cfp®, Ricp® Colleague at Rbc Wealth Management Sewickley, Pennsylvania, United States, United States View → JR Janet Robertsson Janet Robertsson Colleague at Rbc Wealth Management Norwell, Massachusetts, United States, United States View → SS Skyler Sandry Skyler Sandry Colleague at Rbc Wealth Management Quad Cities Metropolitan Area, United States View → WA Wanda Avery Wanda Avery Colleague at Rbc Wealth Management Greater Sydney Area, Australia View → AN Alan Nemkovsky Alan Nemkovsky Colleague at Rbc Wealth Management New York City Metropolitan Area, United States View → ML Michelle Lucy Michelle Lucy Colleague at Rbc Wealth Management Boulder, Colorado, United States, United States View → AW Alison Walker Alison Walker Colleague at Rbc Wealth Management Sturgeon Bay, Wisconsin, United States, United States View → KC Karen Casamento Karen Casamento Colleague at Rbc Wealth Management Deerfield Beach, Florida, United States, United States View → HR Hannah Reese, Cfp® Hannah Reese, Cfp® Colleague at Rbc Wealth Management Bend, Oregon, United States, United States View →
4 education records

Heidi Stangl, Cfp®, Aams®, Abfp® education

Bachelor Of Science (Bs), Business Administration

Cal Poly San Luis Obispo

Concentrated in Marketing Management with an emphasis in Finance. Minored in History.

International Baccalaureate Diploma Programme

Mira Loma High School
FAQ

Frequently asked questions about Heidi Stangl, Cfp®, Aams®, Abfp®

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

What company does Heidi Stangl, Cfp®, Aams®, Abfp® work for?

Heidi Stangl, Cfp®, Aams®, Abfp® works for RBC Wealth Management.

What is Heidi Stangl, Cfp®, Aams®, Abfp®'s role at RBC Wealth Management?

Heidi Stangl, Cfp®, Aams®, Abfp® is listed as Investment Associate at RBC Wealth Management at RBC Wealth Management.

What is Heidi Stangl, Cfp®, Aams®, Abfp®'s email address?

AeroLeads has found 1 work email signal at @schwab.com for Heidi Stangl, Cfp®, Aams®, Abfp® at RBC Wealth Management.

Where is Heidi Stangl, Cfp®, Aams®, Abfp® based?

Heidi Stangl, Cfp®, Aams®, Abfp® is based in Newport Beach, California, United States while working with RBC Wealth Management.

What companies has Heidi Stangl, Cfp®, Aams®, Abfp® worked for?

Heidi Stangl, Cfp®, Aams®, Abfp® has worked for Rbc Wealth Management, Charles Schwab, Wells Fargo, Associated Students, Inc.-Cal Poly San Luis Obispo, and Rocca'S Restaurant, Morro Bay.

Who are Heidi Stangl, Cfp®, Aams®, Abfp®'s colleagues at RBC Wealth Management?

Heidi Stangl, Cfp®, Aams®, Abfp®'s colleagues at RBC Wealth Management include Emmanuel Kwesi Dickson, Cpfa, Patrick J. Tobin, Cfp®, Ricp®, Janet Robertsson, Skyler Sandry, and Wanda Avery.

How can I contact Heidi Stangl, Cfp®, Aams®, Abfp®?

You can use AeroLeads to view verified contact signals for Heidi Stangl, Cfp®, Aams®, Abfp® at RBC Wealth Management, including work email, phone, and LinkedIn data when available.

What schools did Heidi Stangl, Cfp®, Aams®, Abfp® attend?

Heidi Stangl, Cfp®, Aams®, Abfp® holds Bachelor Of Science (Bs), Business Administration from Cal Poly San Luis Obispo.

What skills is Heidi Stangl, Cfp®, Aams®, Abfp® known for?

Heidi Stangl, Cfp®, Aams®, Abfp® is listed with skills including Event Planning, Leadership, Microsoft Office, Facebook, Microsoft Word, Public Relations, Powerpoint, and Social Media.

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