Heather Smart

Heather Smart

Heather is a Financial Advisor.

  • About Heather
  • Questions & Answers

Advisor Details

Contact Advisor
Company
Financial Advisor at Ameriprise Financial Services, Inc.
Address
1223 Pleasant Grove Blvd Ste 100
Vacaville CA, 95688
Phone
(916) 784-2240
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About Heather

I’m here to help you live the life you’ve earned. When you have the right financial advisor, life can be brilliant.

I help my clients achieve their dreams for today, tomorrow, and well into the future — using our exclusive Confident Retirement® approach. It starts with a personalized conversation about covering essentials, ensuring lifestyle, preparing for the unexpected and leaving a legacy. By breaking your financial goals down into doable steps, we can help take the uncertainty out of planning for your financial future. Take a few minutes now for a quick confidence check.

Education

  • Certificate, Executive Certificate, Financial Advice & Planning, Pepperdine University, The George L. Graziadio School of Business and Management
  • Bachelor of Science (B.S.), Managerial Economics, University of California, Davis

Certifications

Registrations
Insurance License
  • CA: #0K58762

Typical Clients & Fee Structure

Typical Clients

People near retirement
Women
Young couples

Disclaimer

An Ameriprise Financial Franchise. Products from RiverSource and Columbia Threadneedle Investments are offered by affiliates of Ameriprise Financial Services, Inc. Investment advisory products and services are made available through Ameriprise Financial Services, Inc., ...