Heidi Elick is a Behavioral Financial Advisor and owner of Ridge Financial Planning. She has been in the financial industry for more than two decades and holds a series 7,63, 65 and is California insurance licensed. Her mission is to help clients cultivate a plan for their finances and future based on their values and goals. Heidi provides a simple, clean and focused approach to financial planning. She leads with her core values and believes in transparency and sound guidance. Her effort is to make financial discussions easy to understand. She partners with tax advisors and estate planning attorneys to help implement the best plan for your future.
Working with an independent broker-dealer is important, this means no quotas to meet or specific/proprietary products to sell. She provides personalized strategies based only on the clients’ individual needs in a fully transparent manner.
A long time Paradise resident with great love for people and the community. She lives on her 10-acre ranch with her husband, Truman, horses, goats, mini pigs, chickens and 4 dogs. Heidi believes firmly in the importance of community and is truly committed by being involved as a Paradise Ridge Chamber of Commerce board member, Paradise Rotarian, Paradise Rotary board member, Gold Nugget Museum board member, Paradise Zone Captain.