Marisa Heiden

Wealth Advisor @Mission Creek Capital Partners Inc

Walnut Creek, CA, US
EMAILS
m••••••••@missioncreekcap.com
MOBILE NUMBERS
+19•••••••29

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WORK HISTORY

Jun 2024 — Present

Wealth Advisor @Mission Creek Capital Partners Inc

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Walnut Creek, CA, US

EDUCATION

2009 — 2013

Concord High School

High School Diploma

2016 — 2018

University of California, Berkeley, Haas School of Business

Bachelor’s of Science, Business Administration

2014 — 2016

Diablo Valley College

Associate’s Degree, Business Administration

SKILLS

Microsoft OfficeSocial MediaPublic SpeakingResearchFinanceMicrosoft WordPowerpointMicrosoft ExcelCustomer ServiceTeamworkTime ManagementMicrosoft OutlookLeadershipAthletics

ABOUT MARISA HEIDEN

I have over six years of experience in the financial services industry, and I currently work as a Wealth Advisor at Mission Creek Capital Partners. I hold the CFP® and ChSNC® designations, and am currently pursuing the CKA® designation. I am passionate about working with families who have a loved one with special needs. Because I have a brother with special needs, I have an understanding of the unique joys and challenges that these families face. In addition, I am excited to obtain the CKA® designation so I can become better equipped to deliver Christian faith-based financial advice to clients seeking this type of guidance.

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