Heidi Fifield

Background

About Heidi Fifield

Are you ready to get your financial ducks in a row? I have the privilege of helping my clients define their financial goals and then create a Master Financial Plan for them to pursue those goals. Our process is simple: We’ll talk about where you want to be, assess your current situation, and then develop a Master Financial Plan to efficiently bridge that gap. I will educate you about financial basics and guide you to author your master plan with me as your coach. As we move forward, you’ll have a clear understanding of our financial planning philosophy and a vision of your financial future. There are several ways that financial advisors are compensated; pure advisory fees, consulting fees, plan development fees, commissions, referrals, or a combination. Most client simply want to know which applies to them. Our experience is that a commission structure works for most new clients while advisory fees work best for more complex cases. Don't hesitate to ask me or any advisor what fee structure is best for you. As a fiduciary in my role as an investment advisor representative, I take the utmost care to ensure every recommendation is in your best interest, above all else. As an independent broker dealer and general insurance agency, we don’t have our own proprietary products. In fact, we represent dozens of Insurance and Investment Companies. This independence allows me to give you impartial advice and make recommendations to you that are in your best interest. A graduate of California Polytechnic State University in San Luis Obispo with a bachelor’s degree in Financial Management, I hold Series 7 and 66 securities licenses plus CA and AZ state life and health insurance licenses. I advocate time-tested financial principles, including disciplined, long-term saving and investing, careful debt management, and a thoughtful insurance strategy to manage financial risk. Through a values-centered approach to financial planning and a client-first philosophy, I am committed to helping clients plan confidently for the future and to accompanying them on their financial journey. Active in my community, I am a Member at Large for Clairemont High School Foundation, and a volunteer with the San Diego Food Bank. In my free time, I enjoy sailing with friends, concerts, camping with family, dinner parties and board games. Securities offered through Woodbury Financial Services, Inc.(WFS) member FINRA/SIPC. WFS is separately owned and other entities and/or marketing names, products or services referenced here are independent of WFS.