Broker Check
Steve Z. Heifetz, CFP®

Steve Z. Heifetz, CFP®

Wealth Advisor

Steve has been involved in the financial services industry since 1990, beginning his career with IDS Financial Services an American Express Company. He believes his previous work experience as a teacher and engineer were an ideal foundation for his work as a Financial Advisor. 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.

Steve realizes that there are many pieces to the financial planning puzzle and everyone’s financial situation is a bit different. His goal is to help clients put the puzzle together and keep it together as life goes on. There will always be something changing in your life and that is the reason to build a long-term financial planning relationship with someone that you know, like and trust.

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 member of PartnersFinancial.

Away from the business, Steve enjoys golfing, hiking, biking, skiing, travelling, the outdoors and spending time with family. He is also one of the founding board members of Colorado Feeding Kids – whose mission is to provide nutritious food to impoverished people in Colorado and around the world.


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