Advisors at this firm
Katie H
Series 65
Allentown, PA
Sigma Financial, Inc.
Katie Heiser is a financial advisor at Sigma Financial, Inc. with six years of industry experience. She holds the Series 65 designation. Sigma Financial serves officer-level executives at major public corporations, private equity partners, and retired executives, providing comprehensive financial planning focused on investments, tax and estate planning, insurance analysis, and retirement preparation. The firm employs a long-term, conservative investment approach emphasizing diversification, tax efficiency, and liquidity, while coordinating implementation with clients’ other professional advisors.
Kerri W
Series 65
Allentown, PA
Sigma Financial, Inc.
Kerri Williams is a financial advisor at Sigma Financial, Inc. in Allentown, PA, holding a Series 65 designation with six years of industry experience. She has been with Sigma Financial since 2012. Sigma Financial serves officer-level executives at major public corporations, private equity partners, and retired executives with comprehensive financial planning focused on investments, tax and estate planning, insurance, company stock and incentive compensation, and retirement preparation. The firm employs a long-term, conservative investment approach emphasizing diversification, tax efficiency, and liquidity, providing written plans and ongoing advisory support without managing portfolios directly or taking custody of assets.
Elias I
Series 63
Allentown, PA
Sigma Financial, Inc.
Elias Isaac II is a financial advisor at Sigma Financial, Inc. in Allentown, PA, holding a Series 63 designation with 13 years of industry experience. He has been with Sigma Financial, Inc. since 1998, contributing to the firm's services for nearly three decades. Sigma Financial serves officer-level executives at major public corporations, private equity partners, and retired executives, providing comprehensive financial planning focused on investments, tax and estate planning, insurance analysis, company stock, incentive compensation, and retirement preparation. The firm employs a long-term, conservative investment approach emphasizing diversification, low-cost passive vehicles, and tax efficiency, while providing clients written plans and ongoing advisory support without managing portfolios directly or taking custody of assets.
