Advisor profile


My approach

Catherine Heath - My approach photo

What you can expect when you work with me

At Ameriprise, our purpose is to help you feel confident, connected and in control of your financial life. The right financial advice can help prepare you for whatever life brings – both the expected and the unexpected.
When you work with me, you receive:

· 1:1 financial advice based on your goals and needs.

· Personalized recommendations for a diversified portfolio, and solutions to help protect you from uncertainty.

· Regular meetings to review your goals, progress and investments.

· Anytime access to your investments and digital tools to help you stay on track.

Feel confident about your financial future.

Catherine Heath - My approach photo

Areas of focus

  • Investments
  • Retirement Planning Strategies
  • Insurance
  • Retirement Plan Distribution
  • Family Finances
  • Tax Planning Strategies
  • Retirement Income Strategies
  • Saving for Education
24
Years of Experience
This number may include years as a financial advisor, and/or experience as a registered representative.

Qualifications

  • CFP® CERTIFIED FINANCIAL PLANNER™ practitioner
  • CRPC® Chartered Retirement Planning Counselor℠
  • APMA® Accredited Portfolio Management Advisor℠

Education

  • •MBA Master of Business Administration, University of Phoenix, 2003

Interests

I enjoy spending time with family, friends and playing with our dogs and cat. I am a fitness lover and have competed in several NPC competitions.

Community participation

  • El Dorado Community Foundation
  • El Dorado Hills Rotary
  • Women's Fund

Awards & recognition

  • Five Star Wealth Manager, 2016-2021
  • Ameriprise Client Experience Award, 2020