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Our financial advice team


Catherine Heath

Catherine Heath

CFP®, MBA, CRPC®, APMA®

Financial Advisor

CERTIFIED FINANCIAL PLANNER™ professional
Trinity Wealth Advisors
24
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

  • Investments
  • Retirement Planning Strategies
  • Insurance
  • Retirement Plan Distribution
  • Family Finances
  • Tax Planning Strategies
  • Retirement Income Strategies
  • Saving for Education

Interests

I enjoy spending time with family, friends and playing with our dogs and cat. I am a fitness lover and have competed in several NPC competitions.

Awards & recognition

  • Five Star Wealth Manager, 2016-2021
  • Ameriprise Client Experience Award, 2020

Qualifications

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

Education

  • •MBA Master of Business Administration, University of Phoenix, 2003
Newsletter

to receive my newsletters and other financial and market information

Community participation

  • El Dorado Community Foundation
  • El Dorado Hills Rotary
  • Women's Fund