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Heidi Smith, Private Wealth Advisor serving the Renton, WA area - Ameriprise Advisors

Heidi Smith

CRPC®, AWMA®, APMA®

Private Wealth Advisor

Chartered Retirement Planning CounselorSM
AGP Wealth Advisors
18
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
  • Saving for Education
  • Tax Planning Strategies
  • Small Business
  • Family Finances

Interests

The majority of my free time is spent with the newest addition to my family, my daughter Chevelle, who was born in March of 2014. This has been an exciting change in my life, and I look forward to continuing to watch her grow and learn new things. We have also recently started a remodel of our new home – what a project! I still enjoy going to bike and car shows, but these days I spend far less time riding my custom Harley Davidson. When I want to relax, I enjoy reading, or playing with my 110-pound Bullmastiff dog, Molly.

Qualifications

  • CRPC® Chartered Retirement Planning Counselor℠
  • AWMA® Accredited Wealth Management Advisor℠
  • APMA® Accredited Portfolio Management Advisor℠

Education

  • Western Washington University, Bachelors Degree in Business

Community participation

  • College planning presentations at local schools and educational organizations
  • St. Jude
  • Seattle Children's Hospital