Broker Check
Heather Clark

Heather Clark

Financial Advisor

“I love educating individuals and helping them see that their future can be what they want it to be with just a little planning. Helping others to not be so overwhelmed with the financial side of their lives is very gratifying.”

Heather has been working in the financial services industry for over two decades. Her passion is education, and she believes in providing as much information as possible so that her clients can make informed, educated financial decisions that are best for themselves and their families.

Heather is a people person and especially enjoys the relationships she has built with her clients. It is the personal side of the business, being a part of their lives and watching them achieve their financial goals, that is her passion.

When she is not working, Heather is an avid runner and a middle school cross-country and track-and-field coach. She is a Sacramento native and can often be found exploring the beauty of the Sierra Nevada mountains in her free time. She is also an active member of Soroptimist International and founding member of
The W Source-Placer County.