Dave
Heinemann
AAMS™, CFP®
Here to act in your best interests
About me
As a financial planner with over two decades of experience, I enjoy using my depth of knowledge to help my clients create a retirement plan that makes them feel confident and secure. I’m a big fan of playing and watching sports, and I also enjoy playing cards and board games with friends and family.
Certifications
Accredited Asset Management Specialistâ„¢
CERTIFIED FINANCIAL PLANNERâ„¢
Education
Bachelor of Science, Finance - University of Maryland
Visit one of our Locations
Washington DC VI - Silver Spring
12510 Prosperity Drive
Suite 350
Silver Spring, MD 20904
Working with Us
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Certain services provided on an educational and guidance basis only.
