Stephen Heitzmann, Msf, Cpwa®, Crpc®

Stephen Heitzmann, Msf, Cpwa®, Crpc® Email and Phone Number

Managing Partner at Bauer Heitzmann @ Bauer Heitzmann
Stephen Heitzmann, Msf, Cpwa®, Crpc®'s Location
Colorado Springs, Colorado, United States, United States
Stephen Heitzmann, Msf, Cpwa®, Crpc®'s Contact Details

Stephen Heitzmann, Msf, Cpwa®, Crpc® work email

Stephen Heitzmann, Msf, Cpwa®, Crpc® personal email

About Stephen Heitzmann, Msf, Cpwa®, Crpc®

Stephen Heitzmann, is a Certified Private Wealth Advisor® designee who specializes in working with ultra-high-net-worth individuals. He was a Co-founder and CEO of Altruistic Investing, LLC until its acquisition by Bauer Wealth Management, Inc in 2019.Stephen believes in empowering others and changing the way people think about investing. He believes that properly managing risk and thoughtful financial planning will give people back their most important non-renewable asset, time. He has served high-net-worth individuals and families since 2010, assisting them in simplifying the complexity that financial success brings through creative planning.He brings strong character values, has many years of financial services experience to write about and share, and has been mentioned in financial publications. Stephen holds a B.A. in Economics and a Masters in Finance. He and his wife Chelsea live in Colorado Springs, CO where they enjoy many outdoor adventures from skiing fresh powder to playing competitive sports and climbing the Rocky Mountains.

Stephen Heitzmann, Msf, Cpwa®, Crpc®'s Current Company Details
Bauer Heitzmann

Bauer Heitzmann

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Managing Partner at Bauer Heitzmann
Stephen Heitzmann, Msf, Cpwa®, Crpc® Work Experience Details
  • Bauer Heitzmann
    Managing Partner | Ceo
    Bauer Heitzmann Jan 2020 - Present
    Colorado Springs, Colorado, Us
  • Bauer Heitzmann
    Senior Wealth Advisor - Vice President
    Bauer Heitzmann Sep 2017 - Dec 2019
    Colorado Springs, Colorado, Us
  • Altruistic Investing
    Co-Founder | Ceo
    Altruistic Investing Sep 2017 - Dec 2019
    Colorado Springs, Colorado, Us
    -Company acquired on 12/31/2020-Director of company Strategy and Execution-Head of Digital Wealth Management product and in charge of implementation of many unique offerings in a rapidly changing investment landscape-Compliance, Risk and Controls management
  • Tiaa
    Broker Dealer Risk, Compliance And Operations
    Tiaa May 2014 - Aug 2017
    New York, Ny, Us
    Oct 2015 - Aug 2017: Risk and ComplianceMay 2014 - Oct 2015: Operations
  • T. Rowe Price
    Registered Financial Advisor And Securities Broker
    T. Rowe Price Jan 2011 - May 2014
    Baltimore, Maryland, Us
    Investment Counselor - May 2013 – May 2014Client Manager - Jun 2012 – May 2014Securities Trader - Jan 2011 – Jun 2012

Stephen Heitzmann, Msf, Cpwa®, Crpc® Skills

Investments Mutual Funds Bonds Leadership Finance Financial Advisory Etfs Options Strategies Diversification Derivatives Ski Investment Products Customer Service Microsoft Excel Asset Management Financial Services Financial Analysis Management Series 7 Microsoft Office Portfolio Management Securities

Stephen Heitzmann, Msf, Cpwa®, Crpc® Education Details

  • Yale School Of Management
    Yale School Of Management
    Wealth Management Theory & Practice
  • College For Financial Planning
    College For Financial Planning
    Finance
  • Colorado State University
    Colorado State University
    Economics; Minor- Business

Frequently Asked Questions about Stephen Heitzmann, Msf, Cpwa®, Crpc®

What company does Stephen Heitzmann, Msf, Cpwa®, Crpc® work for?

Stephen Heitzmann, Msf, Cpwa®, Crpc® works for Bauer Heitzmann

What is Stephen Heitzmann, Msf, Cpwa®, Crpc®'s role at the current company?

Stephen Heitzmann, Msf, Cpwa®, Crpc®'s current role is Managing Partner at Bauer Heitzmann.

What is Stephen Heitzmann, Msf, Cpwa®, Crpc®'s email address?

Stephen Heitzmann, Msf, Cpwa®, Crpc®'s email address is st****@****ent.com

What schools did Stephen Heitzmann, Msf, Cpwa®, Crpc® attend?

Stephen Heitzmann, Msf, Cpwa®, Crpc® attended Yale School Of Management, College For Financial Planning, Colorado State University.

What skills is Stephen Heitzmann, Msf, Cpwa®, Crpc® known for?

Stephen Heitzmann, Msf, Cpwa®, Crpc® has skills like Investments, Mutual Funds, Bonds, Leadership, Finance, Financial Advisory, Etfs, Options Strategies, Diversification, Derivatives, Ski, Investment Products.

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