Certified Financial Planner™
Chartered Retirement Planning Counselor℠
Accredited Investment Fiduciary
Dean Heimbach is a CERTIFIED FINANCIAL PLANNER™ professional. In his role with Pure Financial, Dean works directly with clients to help them accomplish their financial goals, specializing in the areas of retirement planning, tax planning, and investment management. Through proactive planning and management, Dean helps individuals and families gain confidence and control over their retirement goals.
Prior to joining a fee-only firm, Dean held his FINRA 7, 66 and CA insurance licenses. He worked for an RIA firm as well as one of the largest broker-dealers in the nation where he was responsible for managing client relationships, financial planning, and portfolio management.
Dean graduated from the University of Washington in Seattle. Dean and his wife Sheila have two children. He enjoys exercising, being involved with his children and traveling with his wife and friends.
Dean's Latest Contributions
Deciding who will inherit your estate is a big decision and an important part of life planning. Smart estate planning helps protect families with young children as well as helping your heirs from overpaying on taxes. Pure’s Financial Planner, Dean Heimbach, CFP®, AIF®, covers four key steps to get you started on your estate plan: […]