Heidi Foster

Wealth Advisor & Investment Manager
American Wealth Management
Phone: 775.332.7000
Email: heidi@financialhealth.com
Bio: Download Bio on Heidi Foster

Heidi Foster is a Wealth Advisor & Investment Manager with American Wealth Management and a FINRA Registered Representative with LPL Financial.

Heidi works closely with each client to design, implement and monitor comprehensive wealth management strategies.  Each relationship begins with a thorough financial review and discussion of goals.  Solutions are tailored to meet each client’s goals and objectives.

Heidi has more than 15 years experience in managing investments for individuals, families and charities in creating diversified investment portfolios designed to achieve long-term financial goals.   Prior to joining American Wealth Management, Heidi managed investments and advised high net worth families as a Vice President and Senior Investment Manager in the Private Bank of two major financial institutions.  In these roles, Heidi developed and implemented sophisticated investment strategies.  As an independent Registered Investment Advisor, Heidi enjoys the freedom of working with clients to develop personalized, unbiased solutions through an open-architecture platform.

Heidi received her Bachelor of Science degree in Business Administration with an emphasis in Finance from the University of Southern California, USC.  In recognition of her work at USC, she received the Order of the Laurel which is the highest award given to graduating seniors who have shown exemplary leadership and scholarship.  Heidi continues to further her education, currently working on her Masters in Business Administration at the University of Nevada, Reno.   Additionally, Heidi holds the designation of being a CERTIFIED FINANCIAL PLANNER®.

Further, Heidi is a member of several professional organizations including the Financial Planning Association, the Estate Planning Council and the Partnership for Philanthropic Planning.  A firm believer in community service, she is a board member of the Reno Philharmonic Association and an advisor on the Planned Giving Roundtable for the University of Nevada, Reno.

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