Certified Financial Planner™
Current
Heritage Financial Advisors
Nov 2007 - Present
AeroLeads people directory · profile
Sasha Wright Email & Phone Number
CERTIFIED FINANCIAL PLANNER™ at Heritage Financial Advisors
at
Heritage Financial Advisors
1 work email found
@obsmail.com
5 phones found area 419
LinkedIn matched
✓ Verified Jul 2026
4 data sources
Profile completeness 100%
Current company
Heritage Financial Advisors
Role
CERTIFIED FINANCIAL PLANNER™ at Heritage Financial Advisors
Location
Waterville, Ohio, United States
Who is Sasha Wright? Overview
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Quick answer
Sasha Wright is listed as CERTIFIED FINANCIAL PLANNER™ at Heritage Financial Advisors at Heritage Financial Advisors, based in Waterville, Ohio, United States. AeroLeads shows a work email signal at obsmail.com, phone signal with area code 419, and a matched LinkedIn profile for Sasha Wright.
Sasha Wright previously worked as CERTIFIED FINANCIAL PLANNER™ at Heritage Financial Advisors and Registered Client Associate at Merrill Lynch. Sasha Wright studied at College For Financial Planning.
Company email context
Email format at Heritage Financial Advisors
This section adds company-level context without repeating Sasha Wright's masked contact details.
{first_initial}{last}@obsmail.com
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AeroLeads found 1 current-domain work email signal for Sasha Wright. Compare company email patterns before reaching out.
Profile bio
About Sasha Wright
Our company's objective is to help clients plan prudently for the long-term. The investment philosophy used by Heritage Financial Advisors follows the covenants of the Modern Portfolio Theory. This Nobel Prize winning strategy uses a wide range of different asset classes to increase overall portfolio diversification, which, in turn, increases performance while managing risk. The investment strategy is designed to match or outperform the traditional asset class benchmarks. It is consistent with the Prudent Investor Act, which has been adopted by most of the states. This act requires advisors to use a “total return” approach as reflected in the “modern portfolio theory” of investing as well as acting in a fiduciary capacity.
Listed skills include Investments, Portfolio Management, Finance, Mutual Funds, and 8 others.
Current workplace
Sasha Wright's current company
Company context helps verify the profile and gives searchers a useful next step.
Heritage Financial Advisors
2 roles
Sasha Wright work experience
A career timeline built from the work history available for this profile.
Registered Client Associate
Feb 2004 - Nov 2007
2 education records
Sasha Wright education
Education record
B.S.
FAQ
Frequently asked questions about Sasha Wright
Quick answers generated from the profile data available on this page.
What company does Sasha Wright work for?
Sasha Wright works for Heritage Financial Advisors.
What is Sasha Wright's role at Heritage Financial Advisors?
Sasha Wright is listed as CERTIFIED FINANCIAL PLANNER™ at Heritage Financial Advisors at Heritage Financial Advisors.
What is Sasha Wright's email address?
AeroLeads has found 1 work email signal at @obsmail.com for Sasha Wright at Heritage Financial Advisors.
What is Sasha Wright's phone number?
AeroLeads has found 5 phone signal(s) with area code 419 for Sasha Wright at Heritage Financial Advisors.
Where is Sasha Wright based?
Sasha Wright is based in Waterville, Ohio, United States while working with Heritage Financial Advisors.
What companies has Sasha Wright worked for?
Sasha Wright has worked for Heritage Financial Advisors and Merrill Lynch.
How can I contact Sasha Wright?
You can use AeroLeads to view verified contact signals for Sasha Wright at Heritage Financial Advisors, including work email, phone, and LinkedIn data when available.
What schools did Sasha Wright attend?
Sasha Wright studied at College For Financial Planning.
What skills is Sasha Wright known for?
Sasha Wright is listed with skills including Investments, Portfolio Management, Finance, Mutual Funds, Investment Strategies, Strategy, Retirement Planning, and Management.
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