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Our financial advice team


Heather C Leach, Private Wealth Advisor serving the Seattle, WA area - Ameriprise Advisors

Heather C Leach

CFP®, ChFC®, CRPC, CPWA®

Private Wealth Advisor

CERTIFIED FINANCIAL PLANNER™ practitioner
Paragon Wealth Advisors
29
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
  • Wealth Preservation Strategies
  • Domestic Partner Planning
  • Employee Stock Options
  • Family Finances
  • Women's Financial Strategies

Qualifications

  • CFP® CERTIFIED FINANCIAL PLANNER™
  • ChFC® Chartered Financial Consultant®
  • CRPC™ Chartered Retirement Planning Counselor™
  • CPWA® Certified Private Wealth Advisor®
  • Certified Financial Planner
  • Chartered Financial Consultant
  • Chartered Retirement Planning Counselor
  • Certified Private Wealth Advisor

Education

  • University of Oregon, Masters of Science, 1981
  • University of Denver, BA, 1979

Awards & recognition

  • Ameriprise Diamond Ring Club, 2007
  • Ameriprise Circle of Success, 1996 - 2018

Stay informed on financial planning, stock market and economic impacts, and more - before even becoming a client. Through my monthly newsletters, you'll get a sense of the personalized financial advice you can expect to receive from my practice.

Community participation

Interests

I have been a member of Team USA competing in the sport of Duathlon for the past 15 years. I enjoy running, cycling, skate skiing, and stand-up paddle boarding. My other passions are travel, the arts, and chocolate.