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