Kurt Heineman (CFP®)
Kurt Heineman focuses in the
following client markets or areas of practice:
- Charitable Giving
- Estate & Generational Planning Issues
- Hourly
- Investment Advice with Ongoing Management
- Investment Advice without Ongoing Management
- Socially Responsible Investments
- Charitable Giving
- Estate & Generational Planning Issues
- Hourly
- Investment Advice with Ongoing Management
- Investment Advice without Ongoing Management
- Socially Responsible Investments
Planning Specialties
I specialize in Retirement Planning, Estate Planning, and Socially Responsible/ESG investing.Additional Information
My name is Kurt Heineman. I am a CERTIFIED FINANCIAL PLANNER™ and I am the owner of Vision Casting Financial Planning, LLC.
I love financial planning because it allows me to use my skills to help people in very practical ways. One of the unique skills I bring to financial planning is the ability to cultivate an honest and open space to talk comfortably about our financial dreams and how to achieve them. I enjoy understanding people’s values and goals, then building a financial plan that integrates what matters most to my clients.
Aside from my financial planning, I love spending time with family, mountain biking, and watching the Seattle Seahawks and Sounders FC.
NAPFA Start Date
August 03, 2021
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