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Our financial advice team


Heidi Bashara Raine

Heidi Bashara Raine

CFP®

Private Wealth Advisor

CERTIFIED FINANCIAL PLANNER™ practitioner
Integrated Financial Solutions Group
34
Years of Experience
This number may include years as a financial advisor, and/or experience as a registered representative.

Client Satisfaction 4.8 out of 5 rating based on 5 reviews

Background and qualification information is available at FINRA’s BrokerCheck website.

Areas of focus

  • Retirement Planning Strategies
  • Investments
  • Women's Financial Strategies
  • Estate Planning Strategies
  • Family Finances
  • Tax Planning Strategies
  • Saving for Education
  • Wealth Preservation Strategies

Interests

Reading, traveling, movies and FIRST Robotics Judge and Volunteer.

Awards & recognition

  • Forbes Top Women Wealth Advisors, 2020
  • Ameriprise Circle of Success, 2011-2020
  • Ameriprise Circle of Success Diamond Ring, 2020
  • Five Star Wealth Manager, 2013-2014

Qualifications

  • CFP® CERTIFIED FINANCIAL PLANNER™ practitioner

Education

  • Michigan State University, Business BS
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