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Our financial advice team


Heather S Saunders

Heather S Saunders

CFP®, CRPC®

Financial Advisor

Lewkowitz Wealth Management Group
17
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

  • Retirement Planning Strategies
  • Cash Flow Management Strategies
  • Tax Planning Strategies
  • Investment Management
  • Saving for Education
  • Insurance

Awards & recognition

  • Ameriprise Client Experience Award, 2020

Qualifications

  • CFP® CERTIFIED FINANCIAL PLANNER™ practitioner
  • CRPC® Chartered Retirement Planning Counselor℠

Education

  • Bachelor of Arts, University of Central Florida, Orlando, FL
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