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Our financial advice team


Heather Smart

Heather Smart

CFP®, CRPC®, APMA®, CEPA®

Financial Advisor

CERTIFIED FINANCIAL PLANNER™ professional
WGG Wealth Partners

Client Satisfaction 5.0 out of 5 rating based on 1 reviews

Background and qualification information is available at FINRA’s BrokerCheck website.

Areas of focus

  • Small Business
  • Business Retirement Plans
  • Executive Compensation and Benefit Strategies
  • Retirement Planning Strategies
  • Retirement Income Strategies
  • Tax Planning Strategies
  • Insurance

Interests

I enjoy spending time with my husband and our two boys. We love to go camping and enjoy the outdoors.

Qualifications

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

Education

  • Executive Certificate, Financial Planning, Pepperdine University
  • Bachelor of Science, Managerial Economics, University of California, Davis

Previous experience

  • Financial Advisor, Securities America, 2015-2016
  • Financial Associate, Social Security Specialist, National Planning Corporation (NPC), 2012-2014
  • Morgan Stanley Financial Training Program, 2010

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

  • Charity Fall Classic Golf Tournament
  • Toys for Tots Toy Drive
  • Placer Food Bank Can Food Drive
  • Member of Roseville Chamber of Commerce