Heidi S. Hirsh, RICP®WEALTH MANAGER
Heidi S. Hirsh specializes in creating retirement income plans for individuals and families in both the pre- and post-retirement stages of life.
Heidi is a Retirement Income Certified Professional (RICP)® with over 20 years experience in the financial services industry. She began her career in 1994 with the Securities and Exchange Commission as a Securities Compliance Examiner, and has maintained a strong commitment to serving her community. Her goal has always been to help people make smart financial decisions.
With an extensive background in retirement plans, Heidi understands and appreciates the challenges it takes to accumulate enough assets to last one’s lifetime. As pension plans become a thing of the past, individuals need to rely more heavily on their own abilities to save enough to retire comfortably. However, the real challenge comes later when one needs to turn those assets into income that can last up to 30 years or more. This is where partnering with Heidi may be valuable.
She believes her role is not to tell people how to live their lives, but to educate them in such a way that they gain clarity and confidence to make their own financial choices, knowing the pros and cons ahead of time. Heidi truly enjoys watching her clients taking ownership and control over their financial decisions and constructing a future without fear and regrets.
In addition to the RICP® designation from The American College of Financial Services, Heidi holds the FINRA Series 7, 24, 63, 65 securities registrations as well as her PA Life, Accident & Health Insurance license. She graduated Magna Cum Laude from Temple University with a B.S. in Business Administration.
Heidi currently resides in Yardley, PA with her husband and 2 boys, and has a special fondness for families with special needs children. She is excited to work and live within the same community, always happy to run into her clients outside of the office. Be sure to stop and say hello if you see her along the way!
Investment Advisory services offered through United Capital Financial Advisers, LLC (“United Capital”), an investment adviser registered with the SEC. Registered Representative & Investment Adviser Representative of and securities and additional advisory services offered through Cetera Advisor Networks LLC (“Cetera”), member FINRA/SIPC. Cetera is under separate ownership from any other named entity.