Deep Enrich
Heidi Goertzen, MBA, CFP®
389 followers
Portland, Oregon, United States
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About me
Portfolio Manager/ Financial Planner at Becker Capital Management, Inc
Education
Linfield College
1999 - 2003Bachelor of Science Finance
University of Portland
2005 - 2007MBA Finance
Experience
RVK, Inc.
Jun 2003 - Jan 2015Investment Associate
Aug 2007 - Jan 2015Sr. Investment Analyst
Jun 2003 - Aug 2007
Ferguson Wellman Capital Management
Feb 2015 - May 2018Chief Compliance Officer
Confluence Wealth Management
Jun 2018 - Feb 2019Wealth Advisor
Becker Capital Management, Inc
Feb 2019 - nowPortfolio Manager/ Financial Planner
Sept 2020 - nowFinancial Planner
Feb 2019 - now
Licenses & Certifications
Certified Financial Planner (CFP)
CFP Board
Investment Adviser Certified Compliance Professional® (IACCP®)
NRSFeb 2017
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