Our Qualifications

Ed Heissler, CFP® ChFC

Ed has been providing retirement planning services for the past twenty-five 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.  He holds a Series 24, FINRA general securities principal license, and is securities licensed in Oregon, and Washington, Arizona, California, Nevada. Ed is also insurance licensed in Oregon, and Washington.  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.

Professional Services

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