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