Advisor profile


My approach

Heather C Leach - My approach photo

Planning for a confident retirement

I deliver personalized financial advice to help you achieve your goals, today and tomorrow, through our Confident Retirement®approach. I start with a conversation about key financial areas including covering essentials, ensuring lifestyle, preparing for the unexpected and leaving a legacy.

By identifying clear steps to take toward your goals, I can help take the uncertainty out of planning for your financial future. Working together, I can help you feel more confident, connected, and in control of your financial life.

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
27
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