{"id":2746,"date":"2022-04-26T16:21:56","date_gmt":"2022-04-26T23:21:56","guid":{"rendered":"https:\/\/staging.freelogicgroup.com\/wordpress\/?p=2746"},"modified":"2022-10-11T12:59:40","modified_gmt":"2022-10-11T19:59:40","slug":"heslin-wealth-management","status":"publish","type":"post","link":"https:\/\/thecentercv.org\/en\/about-us\/our-sponsors-partners\/heslin-wealth-management\/","title":{"rendered":"Heslin Wealth Management"},"content":{"rendered":"\n<p><a href=\"https:\/\/heslinwealth.com\/\">https:\/\/heslinwealth.com\/<\/a><\/p>\n\n\n\n<p><strong>Experience and Background<\/strong><\/p>\n\n\n\n<p>Picture it: Los Angeles, 2017. Two men quit jobs they loved, packed up their two adorable dogs, and drove east, away from all the traffic and congestion of LA, to create a new life for themselves in a beautiful desert oasis. Those two men were my husband Stephen and me. And the beautiful desert oasis was Palm Springs.<\/p>\n\n\n\n<p>Once we realized our dream by relocating to Palm Springs, we had to decide on our next career moves. We both were still many years away from retirement.<\/p>\n\n\n\n<p>I got my start in the financial services industry in 1986. By the time we left Los Angeles, I had more than 30 years\u2019 experience to bring to the Coachella Valley. So my goal was to get affiliated with a large, well known brokerage firm as quickly as possible. I did just that. And four years later I had built a successful enough business that I was able to establish my own firm, Heslin Wealth Management, and become a fully independent LPL Financial Advisor.<\/p>\n\n\n\n<p>I am currently accepting new clients, but I am also happy to review existing accounts and retirement plans held at other firms. I can even help you determine your updated Risk Tolerance score. A complimentary review of your accounts may uncover some new and important strategies that might help you work toward your financial goals.<\/p>\n\n\n\n<p>Throughout my career, I have sat across the desk from thousands of people and have worked closely with a variety of financial products and services. I collaborate with many estate planning attorneys and CPAs in order to provide my clients with a more complete and holistic financial picture. I am happy to share my experience with you.<\/p>\n\n\n\n<p>On a more personal note, I have always believed strongly in giving back to my community. Stephen and I are sustaining donors at DAP Health, as well as at The LGBTQ Center of the Coachella Valley, where we are also Emerald Level business partners.<\/p>\n\n\n\n<p>Although I am married to a native Californian and have lived more than half my life here, I am still proud to say I was born and raised on Long Island, New York. I graduated from The University of Michigan, Ann Arbor, where I studied Economics and French and walked away with both a degree, and a love for travel and being a citizen of the world.<br><br>Please contact my branch office administrator, Mary Folger, Monday through Friday between 8:30 a.m. and 5 p.m. to set up an appointment. We look forward to meeting you!<\/p>\n\n\n\n<ul class=\"wp-block-list\"><li>LGBT Finances<\/li><li>Domestic Partner Finances<\/li><li>Retirement Savings Strategies<\/li><li>Insurance &amp; Annuities<\/li><li>College Savings<\/li><\/ul>\n","protected":false},"excerpt":{"rendered":"<p>Emerald Level<br \/>\nFinancial Planning<\/p>\n","protected":false},"author":28,"featured_media":2751,"comment_status":"closed","ping_status":"closed","sticky":false,"template":"","format":"standard","meta":{"footnotes":""},"categories":[18,48,15],"tags":[85],"class_list":["post-2746","post","type-post","status-publish","format-standard","has-post-thumbnail","hentry","category-emerald","category-financial-planning","category-our-sponsors-partners","tag-our-sponsors-partners"],"_links":{"self":[{"href":"https:\/\/thecentercv.org\/en\/wp-json\/wp\/v2\/posts\/2746","targetHints":{"allow":["GET"]}}],"collection":[{"href":"https:\/\/thecentercv.org\/en\/wp-json\/wp\/v2\/posts"}],"about":[{"href":"https:\/\/thecentercv.org\/en\/wp-json\/wp\/v2\/types\/post"}],"author":[{"embeddable":true,"href":"https:\/\/thecentercv.org\/en\/wp-json\/wp\/v2\/users\/28"}],"replies":[{"embeddable":true,"href":"https:\/\/thecentercv.org\/en\/wp-json\/wp\/v2\/comments?post=2746"}],"version-history":[{"count":0,"href":"https:\/\/thecentercv.org\/en\/wp-json\/wp\/v2\/posts\/2746\/revisions"}],"wp:featuredmedia":[{"embeddable":true,"href":"https:\/\/thecentercv.org\/en\/wp-json\/wp\/v2\/media\/2751"}],"wp:attachment":[{"href":"https:\/\/thecentercv.org\/en\/wp-json\/wp\/v2\/media?parent=2746"}],"wp:term":[{"taxonomy":"category","embeddable":true,"href":"https:\/\/thecentercv.org\/en\/wp-json\/wp\/v2\/categories?post=2746"},{"taxonomy":"post_tag","embeddable":true,"href":"https:\/\/thecentercv.org\/en\/wp-json\/wp\/v2\/tags?post=2746"}],"curies":[{"name":"wp","href":"https:\/\/api.w.org\/{rel}","templated":true}]}}