Advisor profile


My approach

Heather C Leach - My approach photo

The advantages of working together online

As we work together to track and achieve your goals, the secure site on ameriprise.com and Ameriprise app make it easy for clients to collaborate with me, any time from any device.In one secure, convenient online space, you can:

· Track your goals and progress

· Connect and share information with me

· View, store and organize your financial documents

· Transfer funds, and much more

Register today at ameriprise.com, or contact me for help getting started.
Heather C Leach - My approach photo

Areas of focus

  • Retirement Planning Strategies
  • Wealth Preservation Strategies
  • Domestic Partner Planning
  • Employee Stock Options
  • Family Finances
  • Women's Financial Strategies
28
Years of Experience
This number may include years as a financial advisor, and/or experience as a registered representative.

Qualifications

  • Certified Financial Planner
  • Chartered Financial Consultant
  • Chartered Retirement Planning Counselor
  • Certified Private Wealth Advisor

Education

  • University of Oregon, Masters of Science, 1981
  • University of Denver, BA, 1979

Interests

I have been a member of Team USA competing in the sport of Duathlon for the past 15 years. I enjoy running, cycling, skate skiing, and stand-up paddle boarding. My other passions are travel, the arts, and chocolate.

Community participation

Awards & recognition

  • Ameriprise Diamond Ring Club, 2007
  • Ameriprise Circle of Success, 1996 - 2018

Private Wealth Advisors

Ameriprise Private Wealth Advisors have extensive experience in helping affluent clients preserve and grow their wealth. They possess the capabilities and resources to provide customized recommendations and support for tax, estate, and retirement planning. They help clients step back and explore the full range of opportunities their wealth can bring. With years of experience and an established network of expert resources, Private Wealth Advisors are among the most qualified and credentialed advisors in the industry. Ameriprise Financial gives this elite group the highest priority and quality of service and resources available to help ensure their clients receive the best possible client experience.