Heather Huppe
Chief Financial Officer and Financial Planner at Dachtler Wealth Management, Llc
Based in Sacramento, United States
7-day free trial · no credit card
Seniority
C-Team
Department
Other
Location
Sacramento
Industry
Financial Services
Company size
7
Contact information
Reveal Heather's email and phone
Direct contact data is gated. Sign up and reveal. You only pay for verified records.
h•••••••@dachtlerwealth.com
Phone
5 credits+1 ••• •••• ••••
You only pay for valid records. Bounced emails and disconnected numbers cost nothing.
Background
About Heather Huppe
Heather D. Huppe is a CERTIFIED FINANCIAL PLANNER™ professional, as well as a Retirement Income Certified Professional®. Heather works as Vice President and a financial planner at Dachtler Wealth Management, LLC in Folsom, CA. Heather Huppe is a Registered Representative with Calton and Associates, Inc. She maintains General Securities Representative Series 7, Uniform Securities Agent/ Uniform Investment Advisor (Series 66), and license in life and health, annuities, and long term care insurance (CA License #0H34357). Graduated Magna Cum Laude from San Diego State University in 2010 with a Bachelor of Science degree in Business Administration Financial Services. There she also acquired a Minor in Economics and a Certificate in Personal Financial Planning. Securities and Advisory Services offered through Calton & Associates, Inc. Member FINRA/SIPC. 2701 N. Rocky Point Dr, Suite Tampa FL 33607 (813)264-0440. Dachtler Wealth Management, LLC and Calton & Associates are separate entities.
Decision-makers
Other people at Dachtler Wealth Management, Llc
- RRStaff
Richard Rouse
Financial Planner · Finance & Accounting
- DDC-Team
Dennis Dachtler Sacramento
President and Financial Advisor · General Business & Management
- RJStaff
Rich Jarvey
Investment Advisor Representative · Finance & Accounting
- DDC-Team
Dennis Dachtler
President and Financial Advisor · General Business & Management
- TLManager
Theresa Lesavoy
Office Manager · Operations
Build a list of verified contacts at Dachtler Wealth Management, Llc
Free for 7 days · 50 credits · no card · only pay for verified records.
Reach more buyers like Heather
250M+ professionals with verified email and phone. You only pay for records that actually verify.
7-day trial · no credit card · cancel anytime