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. 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