Dan Heidelberger, CFP^®

For over 17 years, Dan Heidelberger has been helping clients achieve financial goals and confidence in retirement. Dan is a Certified Financial Planner™ (CFP®) specializing in retirement planning. His approach isn’t just about accounts and dollars; it’s about understanding people—their concerns, values, and goals. Beyond his experience with investing and planning, he focuses on each client's unique situation. Dan’s priorities are to show unmatched value to his clients, build loyal connections with them, and empower them to make informed choices.

Trust and integrity are non-negotiable for Dan—he follows through on the details and places his clients' best interests first. Dan’s dedication, paired with “doing what’s right,” makes him a trusted partner for his clients in their journey toward financial independence.

How did you get into financial services? My career as a financial advisor started when I began investing my own retirement  savings. I enjoyed researching economic opportunities and benefitted from long term growth strategies. That success inspired me to help others using the same principles of research, strategy, and working a plan.

What do you do when you're not at work? When I'm not at work, I love the hands-on satisfaction that comes from tackling home improvement projects. It is very rewarding and restful for me to fix and build things. Gardening has become another passion of mine, and I find peace in nurturing seedlings and watching them grow into fresh fruits and vegetables. This pair nicely with cooking meals made from my own harvests – there’s nothing like going out to the garden and picking everything to make a fresh salsa – tomatoes, onions, jalapenos, garlic, cilantro (I do buy the salt and pepper though).

Can you tell us about your family? I’m married to my wife Olya for more than 25 years, and we have three sons. We are blessed to have a home in Orange County, California. Whether I'm working with clients, spending time with family, or tending to my garden, my goal is to make life simple yet significant.