Heidy Dacanay, CRPC®
Senior Client Services Associate
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I love that everyone works together as one team, sharing their knowledge, skills, and experiences.
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Helping others is very rewarding to me. I am always ready and willing to assist my team and our clients.
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I enjoy spending time with friends and family. I especially love going to my grandkids’ games/events and seeing them in action.
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I’m proud to be a mom to my kids, Jasmine & DJ, and a bonus mom to Kaylani & Mylie. They’re all in different stages in their lives and it’s a blessing to see them continue to thrive and succeed as adults.
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-University of Phoenix, B.S. Business
-Chartered Retirement Planning Counselor, CRPC®