AeroLeads people directory · profile
Ian Heller, Cfp® Email & Phone Number
Financial Planning Associate at Klingman & Associates
at
Heller Wealth Management
1 work email found
@cressetcapital.com
LinkedIn matched
✓ Verified May 2026
4 data sources
Profile completeness 100%
Current company
Role
Financial Planning Associate at Klingman & Associates
Location
New York City Metropolitan Area, United States, United States
Company size
Who is Ian Heller, Cfp®? Overview
A concise factual answer block for searchers comparing this professional profile.
Quick answer
Ian Heller, Cfp® is listed as Financial Planning Associate at Klingman & Associates at Heller Wealth Management, a company with 5 employees, based in New York City Metropolitan Area, United States, United States. AeroLeads shows a work email signal at cressetcapital.com and a matched LinkedIn profile for Ian Heller, Cfp®.
Ian Heller, Cfp® previously worked as Financial Planning Associate at Klingman And Associates, Llc and Associate, Wealth Advisor at Cresset. Ian Heller, Cfp® holds Bachelor’S Degree, Finance, General from Indiana University Bloomington.
Company email context
Email format at Heller Wealth Management
This section adds company-level context without repeating Ian Heller, Cfp®'s masked contact details.
*@cressetcapital.com
68% confidence
AeroLeads found 1 current-domain work email signal for Ian Heller, Cfp®. Compare company email patterns before reaching out.
Profile bio
About Ian Heller, Cfp®
Ian Heller, Cfp® is a Financial Planning Associate at Klingman & Associates at Heller Wealth Management. He possess expertise in leadership, diligent, analytical skills, asset, asset management and 4 more skills.
Listed skills include Leadership, Diligent, Analytical Skills, Asset, and 5 others.
Current workplace
Ian Heller, Cfp®'s current company
Company context helps verify the profile and gives searchers a useful next step.
Heller Wealth Management
7 roles
Ian Heller, Cfp® work experience
A career timeline built from the work history available for this profile.
Financial Planning Associate
Current
Mar 2024 - Present
Associate, Wealth Advisor
Cresset refers to Cresset Capital Management, LLC and all of its affiliates. Investment advisory and other services are provided by Cresset through its affiliates Cresset Asset Management, LLC and Cresset Partners, LLC, SEC registered Investment Advisors.
Jan 2022 - Mar 2024
Consultant
Dec 2020 - Dec 2021
Associate Consultant
Aug 2019 - Dec 2020
Analyst
Sep 2017 - Jul 2019
Credit Officer Intern
Jun 2016 - Aug 2016
3 education records
Ian Heller, Cfp® education
Bachelor’S Degree, Finance, General
Indiana University Bloomington
Finance, General
City, University Of London
Finance, General
Ies Abroad
FAQ
Frequently asked questions about Ian Heller, Cfp®
Quick answers generated from the profile data available on this page.
What company does Ian Heller, Cfp® work for?
Ian Heller, Cfp® works for Heller Wealth Management.
What is Ian Heller, Cfp®'s role at Heller Wealth Management?
Ian Heller, Cfp® is listed as Financial Planning Associate at Klingman & Associates at Heller Wealth Management.
What is Ian Heller, Cfp®'s email address?
AeroLeads has found 1 work email signal at @cressetcapital.com for Ian Heller, Cfp® at Heller Wealth Management.
Where is Ian Heller, Cfp® based?
Ian Heller, Cfp® is based in New York City Metropolitan Area, United States, United States while working with Heller Wealth Management.
What companies has Ian Heller, Cfp® worked for?
Ian Heller, Cfp® has worked for Heller Wealth Management, Klingman And Associates, Llc, Cresset, Altair Advisers, and Ayco, A Goldman Sachs Company.
How can I contact Ian Heller, Cfp®?
You can use AeroLeads to view verified contact signals for Ian Heller, Cfp® at Heller Wealth Management, including work email, phone, and LinkedIn data when available.
What schools did Ian Heller, Cfp® attend?
Ian Heller, Cfp® holds Bachelor’S Degree, Finance, General from Indiana University Bloomington.
What skills is Ian Heller, Cfp® known for?
Ian Heller, Cfp® is listed with skills including Leadership, Diligent, Analytical Skills, Asset, Asset Management, Investments, Microsoft Office, and Microsoft Excel.
Find 750M verified contacts
Search by job title, company, industry, location, and seniority. Export verified B2B contact data when you need it.
Start free trial