Dave

Heinemann

AAMS™, CFP®

picture of a planner

Here to act in your best interests

About me

As a financial planner with over two decades of experience, I enjoy using my depth of knowledge to help my clients create a retirement plan that makes them feel confident and secure. I’m a big fan of playing and watching sports, and I also enjoy playing cards and board games with friends and family.

Certifications

Accredited Asset Management Specialist™

CERTIFIED FINANCIAL PLANNER™

Education

Bachelor of Science, Finance - University of Maryland

Visit one of our Locations

Washington DC VI - Silver Spring

12510 Prosperity Drive

Suite 350

Silver Spring, MD 20904

Working with Us

The further you go in your financial life, the more complex it becomes. That’s why you need a partner who can help you plot a course. Whether you’re accumulating wealth, transitioning into retirement or strengthening your legacy, your financial planner is by your side along the way. From tax planning to estate planning, your planner can also tap into our in-house experts for an extra layer of financial planning insight as well as our client service associates who can provide you with additional resources and support.

 

Certain services provided on an educational and guidance basis only.

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