Heather C Leach CFP®, ChFC®, CRPC®

Heather C Leach
CFP®, ChFC®, CRPC®

Senior Financial Advisor

(206) 219-5250
101 Elliott Ave W   Ste 510
Seattle, WA 98119

LEACH AND ASSOCIATES
An Ameriprise Private Wealth Advisory Practice

I focus my practice on high-net-worth clients like you who are seeking to maintain their income and preserve their wealth throughout their retirement years. I'll help you define your retirement dreams, create a customized financial plan to help you move confidently toward achieving them and consistently track your progress along the way. Successful people often long to fulfill a wide range of aspirations - from pursuing new interests and exploring exotic locales to establishing philanthropic ventures, starting a new business or simply spending more time with those who matter most. I understand that your vision of retirement is unique and your financial plan should be, too.

Every day I help clients like you manage the sophisticated financial challenges they face. I recognize your needs may be more complex than those of an average investor. I'll work with you to create a plan that helps simplify your overall financial picture and provides long-term strategies for goals such as retirement, managing taxes, planning for the multiple generations of your family as well as growing and preserving your wealth.

I am licensed and registered to conduct business in WA.
Based on licenses and registrations I hold, I may also conduct certain business in AK, AZ, CA, CO, IA, LA, MA, ME, MO, MT, OK, OR, SD, TN, UT, WI.
CA Insurance #0D03623

More people come to Ameriprise for financial planning than any other company.1

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Areas of Focus

  • Income Tax Planning Strategies
  • Retirement Planning Strategies
  • Domestic Partner Planning
  • Estate Planning Strategies
  • Family Planning/Family Changes

      Qualifications

      • CFP
      • ChFC
      • CRPC

      1. Based on the number of financial plans annually disclosed in Form ADV, Part 1A, Item 5, available at adviserinfo.sec.gov as of Dec 31, 2006.


      A private wealth advisory practice of Ameriprise Financial Services, Inc.

      Certified Financial Planner Board of Standards, Inc. owns the certification marks CFP®,
      CERTIFIED FINANCIAL PLANNERTM and federally registered CFP (with flame design) in the
      U.S., which it awards to individuals who successfully complete CFP Board's initial and ongoing
      certification requirements.