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Our financial advice team


Jeremy Heller, Financial Advisor serving the Radnor, PA area - Ameriprise Advisors

Jeremy Heller

CFP®, CRPC, APMA

Financial Advisor

CERTIFIED FINANCIAL PLANNER™ professional
RidgePoint Financial Partners
21
Years of Experience
This number may include years as a financial advisor, and/or experience as a registered representative.

Client Satisfaction 5.0 out of 5 rating based on 8 reviews

Background and qualification information is available at FINRA’s BrokerCheck website. | Ameriprise Financial Services, LLC Client Relationship Summary Disclosure.

Areas of focus

  • Wealth Preservation Strategies
  • Cash Flow Management Strategies
  • Investments
  • Retirement Planning Strategies
  • Retirement Income Strategies
  • Social Security Retirement Benefits
  • Sustainable and Responsible Investing
  • Insurance
  • Charitable Giving

Qualifications

  • CFP® CERTIFIED FINANCIAL PLANNER™
  • CRPC™ Chartered Retirement Planning Counselor™
  • APMA™ Accredited Portfolio Management Advisor™

Education

  • Bachelor of Science in Engineerng, Tulane University, New Orleans, LA - 2000

Awards & recognition

  • RidgePoint Financial Partners, Forbes Best-in-State Wealth Management Teams, 2023
  • RidgePoint Financial Partners, Ameriprise Client Experience Award, 2020-2023
  • Five Star Wealth Manager, 2014-2015, 2017-2023

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.

Interests

Cooking, volunteering, skiing.