CFP®, IACCP® Financial Planner

Heidi Goertzen, CFP®, IACCP®

Financial Planner

Heidi joined Becker Capital in 2019. Heidi is a CERTIFIED FINANCIAL PLANNER™ professional, providing comprehensive wealth management and financial planning to clients. Outside of work Heidi enjoys travel and outdoor activities. She is also active in the community, sitting on the Oregon Zoo Bond Citizen’s Oversight Committee and the Friends of the Children Ambassador Board.


B.S. Linfield College, M.B.A. University of Portland Pamplin School of Business