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Scott Heron, Private Wealth Advisor serving the Visalia, CA area - Ameriprise Advisors

Scott Heron

CFP®, CMFC, ChFC®

Private Wealth Advisor

CERTIFIED FINANCIAL PLANNER™ professional
North Harbor Wealth Management
34
Years of Experience
This number may include years as a financial advisor, and/or experience as a registered representative.
Background and qualification information is available at FINRA’s BrokerCheck website. | Ameriprise Financial Services, LLC Client Relationship Summary Disclosure.

Areas of focus

  • Retirement Planning Strategies
  • Small Business
  • Wealth Preservation Strategies
  • Estate Planning Strategies
  • Tax Planning Strategies

Qualifications

  • CFP® CERTIFIED FINANCIAL PLANNER™
  • CMFC™ Chartered Mutual Fund Counselor™
  • ChFC® Chartered Financial Consultant®

Awards & recognition

  • Ameriprise Circle of Success, 1994-2021
  • Ameriprise Diamond Ring Club, 2007
  • Ameriprise Circle of Success Hall of Fame, 2020

Community participation

  • Visalia Rescue Mission, Sponsor
  • CASA of Tulare County, Sponsor
  • Stanford Hospital & Clinics, Partners in Healing
  • Valley Oak SPCA

Interests

  • Family time
  • Basketball
  • Outdoor activities
  • Physical fitness