Heidy Dacanay, CRPC®
Senior Client Services Associate
If you asked Heidy to describe herself in three words, she’d say… Patient. Dedicated. Empathetic.
About
As a Senior Client Service Associate, I take pride in supporting our Advisors and being part of a team that clients trust. Collaborating with advisors not only allows me to continue learning from their expertise but also allows me to apply that knowledge to assist clients effectively. My goal is to build strong relationships through open communication and trust, so that clients know I’m always here as a resource.
Helping others has been a lifelong passion, and my curiosity about personal finance has fueled my 33-year career in wealth management. I find it deeply rewarding to support clients through each stage of their lives, from the start of their investment journey to milestones like buying a first home and preparing for retirement. Seeing clients achieve their financial dreams is the most fulfilling part of my work.
In my free time, I love supporting my grandchildren at their sports games — I’m the proud grandparent of basketball and volleyball superstars. I am also an avid chef and love to try out new recipes. Please share your favorite family recipes!
Education
- University of Phoenix, B.S. Business
- Chartered Retirement Planning Counselor, CRPC®
CONTACT US!
Let’s Connect
