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Our financial advice team


Catherine Heath, Financial Advisor serving the Folsom, CA area - Ameriprise Advisors

Catherine Heath

CFP®, MBA, CRPC, APMA

Financial Advisor

CERTIFIED FINANCIAL PLANNER™ professional
Trinity Wealth Advisors
26
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

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

Qualifications

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

Education

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

Awards & recognition

  • Five Star Wealth Manager, 2016-2023
  • Trinity Wealth Advisors, Ameriprise Client Experience Award, 2020-2022

Community participation

  • Snowline Hospice, Board Member
  • El Dorado Community Foundation
  • Women's Fund
  • El Dorado Hills Rotary

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.