Mona Heidari, CFP
Currently On Leave
"I focus on getting to know my clients on an individual basis and earning their trust, which is fundamental to building strong, long-term relationships. The most rewarding aspect for me is seeing my clients achieve their goals with the help of strategies I have recommended."
As a Financial Advisor with over nine years of experience in the financial services industry, Mona fosters valued relationships with clients by getting to know their short- and long-term goals and by providing tailored financial solutions for clients' investment, insurance†, credit and banking needs.
She constructs customized financial plans focusing on areas that include cash flow management, investment management, tax efficiency, retirement planning, risk management and estate planning. Mona works with her clients on an ongoing basis to enhance their financial well-being and to ensure their customized financial plans meet their needs throughout all their life stages.
A committed financial professional, Mona is mutual funds licensed, has her Personal Financial Planner (PFP) designation, and has completed the Certified Financial Planner (CFP) designation. She is also working towards obtaining the Certified International Wealth Manager (CIWM) designation.
Mona and her team of specialists will develop and manage a comprehensive lifespring® financial plan for you, integrating everything from insurance, investments and estate planning as well as your business banking (if applicable). Mona’s advisory team includes the following specialists: