Heather West takes immense pride in the positive impact she has on her clients' lives and goes beyond the numbers to understand the unique needs and aspirations they have. She specializes in providing personalized guidance to women, families, pre-retirees, retirees, and educators. With Equitable as her platform, she has been helping individuals and families achieve their financial goals since 2004.
As a Credentialed Holistic Financial Coach, she is dedicated in guiding her clients towards financial well-being and security. Her expertise is further enhanced by her RICP (Retirement Income Certified Planner) and CRES (Certified Retirement Education Specialist) designations.
Born and raised in the beautiful Seattle area, Heather holds a B.A. from Pacific Lutheran University. In addition to her professional endeavors, she leads a dynamic and active lifestyle alongside her husband and sons. They cherish their time together, engaging in outdoor pursuits such as hiking, camping, golfing, tennis, and biking. They also share a love for exploring new destinations, enriching their lives through travel.
Heather takes immense pride in the positive impact she has on her clients' lives. With her comprehensive experience, industry certifications, and genuine dedication, Heather West is the trusted partner you need to navigate the complexities of your financial future.