Heidi Foster

About Heidi Foster

I take time to consider clients values as we plan their financial future. Our ongoing relationship includes actively managing investments to assist clients in achieving their financial goals.For further information, contact (775) or h••••@financialhealth.com.Specialties: analysis, creating diversified investment portfolio, equities, bonds, funds, alternative investments, presentation skills, public speaking, research, financial planning, and customer relations

Experience

1. Wealth Advisor & Investment Manager

   American Wealth Management

   Apr 2010 — Present · Reno, NV, US

   Securities are offered through M.S. Howells & Co. a registered broker/dealer and Member FINRA / Investment advisory services are offered through American Wealth Management. American Wealth Management is not affiliated with M.S. Howells & Co. This site is published for residents of the United States only. Registered Representatives of M.S. Howells & Co. and American Wealth Management may only conduct business with residents of the states and jurisdictions in which they are properly registered. Therefore, a response to a request for information may be delayed. Not all of the products and services referenced on this site are available in every state and through every representative or advisor listed. Neither M.S. Howells & Co. nor American Wealth Management provides legal or tax advice. For additional information, please contact our Compliance department at Check the background of the investment professional on FINRA’s / Certified Financial Planner Board of Standards, Inc.(CFP Board) owns the CFP® certification mark, the CERTIFIED FINANCIAL PLANNER™ certification mark, and the CFP® certification mark (with plaque design) logo in the United States, which it authorizes use of by individuals who successfully complete CFP Board’s initial and ongoing certification requirements.* Certified Financial Planners must attain a bachelor’s degree (or higher) from an accredited college or university and have three years of full-time personal financial planning experience or the equivalent part-time experience hours equals one year full-time). Certified Financial Planners must also complete a CFP-Board registered program, or hold one of the following: CPA, ChFC, Chartered Life Underwriter (CLU), CFA, Ph.D. in business or economics, Doctor of Business Administration, or an Attorney\'s License.

Education

• College for Financial Planning

  Financial Planning

  1997 — 2000

• USC Marshall School of Business

  BS, Business with an emphasis in Finance

  1991 — 1995

• University of Nevada, Reno

  MBA, Business Admistration

  2007 — 2012

• University of Southern California

  Bachelor's degree, Business / Finance

  1991 — 1995

Skills

• Series 7
• High Net Worth Individuals
• Investment Strategies
• Alternative Investments
• Investment Management
• Securities
• Asset Allocation
• Mutual Funds
• Public Speaking
• Bonds
• Strategic Financial Planning
• Equities
• Analysis
• Wealth Management
• Research
• Financial Advisory
• Investment Advisory
• Portfolio Management
• Investments
• Funding
• Retirement Planning
• Asset Managment
• Customer Service