CFP®, IACCP® Portfolio Manager & Financial Planner

Heidi Goertzen, CFP®, IACCP®

Portfolio Manager & 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.

Email: hgoertzen@beckercap.com

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