About
I want to help you succeed financially through a better understanding of topics from investing and retirement, to estate planning strategies and wealth preservation. I strive to provide excellent customer service and empower you to be a confident investor.
Learn About Me
Heather Serna, CFP
Financial AdvisorAs a Financial Advisor, I help manage assets for individuals, trusts, retirement plans, charitable organizations and businesses. Through a long-term investment approach, I help clients develop and implement strategies for building wealth and realizing their goals. My mission is to provide objective and timely financial advice and guidance - with the highest level of professional service - in building and preserving wealth for my clients.
An often overlooked aspect of retirement planning is the amount of annual income you’ll likely receive from your investments. I can help you choose retirement income strategies that may help you maintain flexibility and control of the principal, grow the principal and increase the income, or have enough income to last the rest of your life.
I worked in Morgan Stanley before joining Wells Fargo Advisors. My experience also includes positions with Citibank. I hold 2 bachelor’s degrees in International Business and Management from the Florida International University. With an emphasis on continuing education, I have also earned the CERTIFIED FINANCIAL PLANNERTM, or CFP®, practitioner designation from the Certified Financial Planner Board of Standards, Inc. (CFP Board). For this designation, I had to complete approved educational programs, pass rigorous examinations and meet stringent experience requirements.
The last thing you need in your busy life is a complex web of financial relationships. As a Wells Fargo Advisors client, you’ll enjoy the convenience and clarity of coordinating much, if not most, of your financial life through a single point of contact — me. It’s a distinct advantage of working with one of the world’s premier financial institutions. In helping you address your financial needs beyond investing, I can provide access to Wells Fargo banking and lending affiliates to help you meet your borrowing needs.
An often overlooked aspect of retirement planning is the amount of annual income you’ll likely receive from your investments. I can help you choose retirement income strategies that may help you maintain flexibility and control of the principal, grow the principal and increase the income, or have enough income to last the rest of your life.
I worked in Morgan Stanley before joining Wells Fargo Advisors. My experience also includes positions with Citibank. I hold 2 bachelor’s degrees in International Business and Management from the Florida International University. With an emphasis on continuing education, I have also earned the CERTIFIED FINANCIAL PLANNERTM, or CFP®, practitioner designation from the Certified Financial Planner Board of Standards, Inc. (CFP Board). For this designation, I had to complete approved educational programs, pass rigorous examinations and meet stringent experience requirements.
The last thing you need in your busy life is a complex web of financial relationships. As a Wells Fargo Advisors client, you’ll enjoy the convenience and clarity of coordinating much, if not most, of your financial life through a single point of contact — me. It’s a distinct advantage of working with one of the world’s premier financial institutions. In helping you address your financial needs beyond investing, I can provide access to Wells Fargo banking and lending affiliates to help you meet your borrowing needs.