AeroLeads people directory · profile
Richard Heard, Cfp®, Jd Email & Phone Number
Vice President -Financial Advisor
at
Wealth Enhancement Group
1 work email found
@wealthenhancement.com
LinkedIn matched
✓ Verified July 2026
4 data sources
Profile completeness 86%
Current company
Role
Vice President -Financial Advisor
Location
Greater Houston, United States
Who is Richard Heard, Cfp®, Jd? Overview
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Quick answer
Richard Heard, Cfp®, Jd is listed as Vice President -Financial Advisor at Wealth Enhancement Group, based in Greater Houston, United States. AeroLeads shows a work email signal at wealthenhancement.com and a matched LinkedIn profile for Richard Heard, Cfp®, Jd.
Richard Heard, Cfp®, Jd previously worked as Senior Client Advisor at Fitzgerald Wealth Management and Director Strategic Accounts at Thermo Fisher Scientific. Richard Heard, Cfp®, Jd holds J.D. from The University Of Texas School Of Law.
Company email context
Email format at Wealth Enhancement Group
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*@wealthenhancement.com
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AeroLeads found 1 current-domain work email signal for Richard Heard, Cfp®, Jd. Compare company email patterns before reaching out.
Profile bio
About Richard Heard, Cfp®, Jd
The key to financial success is making sure that all your financial resources are arrayed in support of your life goals. As a Wealth Enhancement financial advisor, I will help you integrate all the financial aspects of your life in alignment with your objectives in a flexible and coordinated game plan, designed to adapt as your life changes and evolves. My passion is to see every client pursue their version of financial success. No question is too small and it is never too late to start building a plan.
Current workplace
Richard Heard, Cfp®, Jd's current company
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7 roles
Richard Heard, Cfp®, Jd work experience
A career timeline built from the work history available for this profile.
Vice President -Financial Advisor
CurrentWealth Enhancement Group is an independent financial planning firm with a team approach to comprehensive planning and a commitment to long-term client relationships. Third party posts found on this profile do not reflect the views of LPL Financial and have not been reviewed by LPL Financial as to accuracy or completeness. Securities offered through LPL Financial, Member FINRA/SIPC. For hyper links to FINRA and SIPC, please refer to Contact Info section above. Advisory services offered through Wealth Enhancement Advisory Services, LLC, a registered investment advisor. Wealth Enhancement Group and Wealth Advisory Services are separate entities from LPL Financial.The financial professionals associated with LPL Financial may discuss and/or transact business only with residents of the states in which they are properly registered or licensed. No offers may be made or accepted from any resident of any other state.
Jul 2021 - Present
Senior Client Advisor
Fitzgerald Wealth Management
Jan 2014 - Jun 2021
Director Strategic Accounts
Thermo Fisher Scientific
Jan 2012 - Jan 2014
Business Consultant And Counselor
Oct 2010 - Sep 2012
Group Vice President-Health Systems
Cardinal Health Inc.
Jul 1998 - Dec 2010
Vice President, General Counsel And Secretary
Jan 1991 - Jul 1998
2 education records
Richard Heard, Cfp®, Jd education
B.E., Mechanical Engineering
FAQ
Frequently asked questions about Richard Heard, Cfp®, Jd
Quick answers generated from the profile data available on this page.
What company does Richard Heard, Cfp®, Jd work for?
Richard Heard, Cfp®, Jd works for Wealth Enhancement Group.
What is Richard Heard, Cfp®, Jd's role at Wealth Enhancement Group?
Richard Heard, Cfp®, Jd is listed as Vice President -Financial Advisor at Wealth Enhancement Group.
What is Richard Heard, Cfp®, Jd's email address?
AeroLeads has found 1 work email signal at @wealthenhancement.com for Richard Heard, Cfp®, Jd at Wealth Enhancement Group.
Where is Richard Heard, Cfp®, Jd based?
Richard Heard, Cfp®, Jd is based in Greater Houston, United States while working with Wealth Enhancement Group.
What companies has Richard Heard, Cfp®, Jd worked for?
Richard Heard, Cfp®, Jd has worked for Wealth Enhancement Group, Fitzgerald Wealth Management, Thermo Fisher Scientific, Score, and Cardinal Health Inc..
How can I contact Richard Heard, Cfp®, Jd?
You can use AeroLeads to view verified contact signals for Richard Heard, Cfp®, Jd at Wealth Enhancement Group, including work email, phone, and LinkedIn data when available.
What schools did Richard Heard, Cfp®, Jd attend?
Richard Heard, Cfp®, Jd holds J.D. from The University Of Texas School Of Law.
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