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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
31
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 Ultimate Digital Excellence Award, 2022-2023
  • Ameriprise Circle of Success Diamond Ring, 2007
  • Ameriprise Circle of Success Hall of Fame, 2020
  • Ameriprise Circle of Success, 1996-1999, 2001, 2003-2023
  • Paragon Wealth Advisors, Forbes Best-in-State Wealth Management Teams, 2023-2024

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

Ameriprise Women Advisor Summit 2023
Ameriprise Women Advisor Summit 2023

At the recent Ameriprise Women Advisor Summit, Paragon Wealth Advisors helped assemble cleaning kits for women and families transitioning out of homelessness. Paragon Wealth Advisors is proud to be part of a company that offers an opportunity to connect with other Ameriprise women and to give back in communities where we gather.

  • Ameriprise Women Advisor Summit 2023
  • Water 1st International
  • Seattle Men's and Women's Choruses
  • Washington Women in Need
  • Boys and Girls Club
  • Feeding America