Steven Z. Heifetz, CFP®

Steven Z. Heifetz, CFP®

Wealth Advisor

Steven has been involved in the financial services industry since 1989, beginning his career with IDS Financial Services and has been part of Sindrich & Associates since 1997.  He is a graduate of the University of Wisconsin with a bachelor's degree in Industrial Education followed by a master's degree in Industrial Management and is a Certified Financial Planner® professional.

He focuses on comprehensive financial planning which includes the areas of: asset allocation*, wealth accumulation and protection, tax management**, retirement planning, risk management and estate planning.  He is a Registered Representative with Kestra Investment Services, LLC and an Investment Advisor Representative with Kestra Advisory Services, LLC and is also a member of PartnersFinancial.

*   Diversification does not guarantee against loss. It is a method used to help manage investment risk.

** Kestra Investment  Services, LLC and Kestra Advisory Services, LLC do not provide legal or tax advice.  Any decisions whether to implement these ideas should be made by the client in consultation with professional financial, tax and legal counsel. 

Phone 303-744-8899
Fax 303-357-5718