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Our financial advice team


Renee Hefner Ameriprise Financial Advisor

Renee Hefner

BFA, CRPC®

Financial Advisor

Investment Manager
Guidelight Financial Group
14
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.

Areas of focus

  • Investment Management
  • Wealth Preservation Strategies
  • Retirement Planning Strategies
  • Family Finances

Interests

  • Following current events...especially in the Markets.
  • My family which consists of my husband and our combined 7 children
  • Learning new things, we live in amazing times !
  • Continuing to Educate myself on the constantly changing landscape of our Industry.
  • Traveling - I enjoy meeting new people and going places I have never been before.
  • Helping others in any way I can.

Community participation

Bellawomenscenter.com is an organization I support because I feel every life is valuable and deserves to be cared for.

This center cares for women and families and babies, born and unborn.

They ALL have value.

We donate time, money and resources and help those who have no one else to help them.

Qualifications

  • BFA™ Behavioral Financial Advisor™
  • CRPC® Chartered Retirement Planning Counselor℠
  • Finra Securities License Series 7
  • Uniform Combined Law State Security License Series 66
  • Investment Company Products, Variable Contracts License Finra Series 6
  • State of Ohio Insurance License: Life and Variable, Accident and Health

Previous experience

  • J.P. Morgan Securities, Financial Advisor, 2008-2015