Our Qualifications

Ed Heissler, CFP®  ChFC®  CLU®  CFEd®

Ed has been providing retirement planning services for the past twenty-seven years.  He holds the designation of  CERTIFIED FINANCIAL PLANNER®: from the College for Financial Planning, Denver, Colorado.  Ed also holds the Chartered Financial Consultant (ChFC) and Chartered Life Underwriter (CLU) designations  from the American College, Bryn Mawr, Pennsylvania.   CFP® and CERTIFIED FINANCIAL PLANNER are certification marks owned by the Certified Financial Planner Board of Standards, Inc.  These marks are awarded to individuals who successfully complete the CFP® Boards initial and ongoing certification requirements.  As a  Certified Financial Educator CFEd® for the Institute of Financial Education. Ed teaches classes on financial literacy for many northwest company's employees in the workplace. 

Professional Services


  • Retirement Planning Specialists
  • Investment Advisory Services
  • High Net Worth Individuals