Heather Smart, CFP®
Heather Smart - Ameriprise Financial
Financial Advisor providing financial planning services to clients in Napa Valley, Solano County, Sacramento and Roseville.
707-430-5333
• Financial Planning
• Retirement Planning
• Investment Management
• Wealth Management
• Insurance Planning
• Tax Planning
• Estate Planning
• Education Planning
• Women & Investing
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Offices
Heather Smart
1223 Pleasant Grove Blvd
Suite 100
Roseville CA 95678
Heather Smart - Ameriprise Financial

Heather Smart and her team provide financial planning services to clients in Napa Valley, Solano County, Sacramento and Roseville.  Heather Smart specializes in providing objective financial planning and investment management with the goal of helping clients grow and protect their assets through all of life's stages.
Title in the firm
CFP®, CRPC®, Financial Advisor

Licenses, Certifications and Designations
Heather holds the Series 7 and Series 66 

Biography
How will you be brilliant? I can help.
I’m not only in the business of helping you pursue your wealth. I’m also in the business of helping you grow your financial confidence in the future. I’ll help you balance pursuing your dreams for tomorrow with what you want today. We’ll use our exclusive Confident Retirement® approach, which begins with a straightforward conversation about your financial goals.

I’m here to help you live the life you’ve earned. When you have the right advisor, life can be brilliant.

Interests
  • I enjoy spending time with my husband Shad and two boys, Jake & Cruz.
  • Shad and I have a love for food and wine and enjoy hosting our friends at our home.
  • I have a passion for photography and DIY projects around our home.
Areas of Focus
  • Family Finances
  • Wealth Preservation Strategies
  • Domestic Partner Planning
  • Investments
  • Insurance
  • Social Security Retirement Benefits
  • Investment Management
  • Saving for Education
  • Retirement Plan Distribution
  • Women's Financial Strategies
  • Intergenerational Planning
  • Retirement Income Strategies

Education
  • Executive Certificate, Financial Planning, Pepperdine University
  • Bachelor of Science, Managerial Economics, University of California, Davis

Heather Smart is licensed and registered to conduct business in CA.

CA Insurance #0K58762

  • The Confident Retirement approach is not a guarantee of future financial results.
  • Associate with an Ameriprise Financial franchise.
  • Ameriprise Financial cannot guarantee future financial results.
  • Ameriprise Financial and its representatives do not provide tax or legal advice. Consult with your tax advisor or attorney regarding specific tax issues.

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