Heidi Hirsh, RICP®,ChSNC®

Heidi Hirsh has 30 years experience in the financial services industry.

She began her career in 1994 with the Securities and Exchange Commission as a securities compliance examiner, and has maintained a strong commitment to serving her community. Her goal has always been to help people make the financial decisions that align with their goals. With an extensive background in retirement plans, Heidi understands and appreciates the challenges it takes to accumulate assets to last one’s lifetime. As pension plans become a thing of the past, individuals may need to rely on other means for saving or generating income later in life. This is where partnering with Heidi may be valuable. She believes her role is not to tell people how to live their lives, but to educate them in such a way that they gain clarity and confidence to make their own financial choices, knowing the options they have ahead of time. Heidi truly enjoys watching her clients taking ownership and control over their financial decisions and constructing a future without fear and regrets. She graduated Magna Cum Laude from Temple University with a B.S. in Business Administration. She is a Retirement Income Certified Professional®, Chartered Special Needs Consultant® and maintains several FINRA licenses, as well as her PA Life & Health Insurance licensing.