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Edgar H

CFP®, ChFC®, Series 63

Gresham, OR

Heissler Financial, LLC

Edgar Heissler is a CFP® and ChFC® with 24 years of industry experience. He is the sole advisor at Heissler Financial, LLC, an independent firm based in Gresham, OR. He has worked with the Heartland Institute since 2006 and teaches financial literacy classes for northwest companies. Heissler Financial is a fee-only advisory firm serving individual clients with comprehensive financial planning and investment management. The firm employs a strategic asset-allocation, core-and-satellite approach using passive index funds and ETFs supplemented by active investments, primarily operating with non-discretionary client relationships.

College savings (529s, UTMA, etc.) General retirement planning General tax planning General estate planning guidance Active portfolio management
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