Charles
Heisner (Charlie) graduated from the University of Illinois with a Bachelor of
Science in Accountancy with a concentration in Finance.
Following
graduation, Charlie went to work at Arthur Andersen.
The majority of Charlie's four years at Andersen was spent in the
Private Client Services (PCS) practice.
At
Andersen, Charlie focused on the Personal Financial Planning and Investment
Advisory Services. Charlie was
responsible for maintaining client relationships with high net worth
individuals (at least $1 million of investable assets) and upper level
executives. He worked with clients
on topics such as:
Asset Allocation
Investment Planning
Investment Advice (on Mutual
Funds and Separate Account Managers)
Review of Private
Investments
Stock Option Planning
Retirement Planning
Estate Planning
Education Planning
Insurance Needs Analysis
Cash Flow Planning
Compensation Planning
Single Stock Risk Planning
Debt Planning
Individual Income Tax
Planning
Individual Income Tax
Preparation
In
2001, Charlie founded Heisner Financial, LLC with a plan to provide the same
high level of service and financial expertise as he did at Andersen.
However, as a smaller practice his goal was to do this in a more
personal and affordable manner.
CREDENTIALS
Certified Public Accountant
(CPA) - 1999
Certified Financial Planner
(CFP) - 2001