Heidi Hanson offers comprehensive financial planning and investment advisory services focusing on personal financial planning for retirees and surviving and divorced partners. Heidi acts as an experienced financial professional, overseeing the many dimensions of clients’ financial affairs. A hallmark of her practice is the length of her client relationships.

As a CERTIFIED FINANCIAL PLANNER® professional with over 25 years of industry experience, Heidi works to simplify the complex by identifying strategies designed to meet client financial objectives.

A particular focus is on providing financial guidance to women. Heidi provides holistic financial planning to help women allocate their resources in alignment with what they value most. The goal is to help women make confident financial decisions for themselves and their families.

Named among the *FIVE STAR Wealth Managers by Boston Magazine for 13years and named a **2025 Forbes Top Women Best in State Wealth Advisor from SHOOK Research, Heidi is a graduate of Providence College and holds Series 7, 6, 63, and 65 securities registrations, as well as life and health insurance licenses.

Heidi and her family live on the North Shore in South Hamilton, MA, where, over her career, she has volunteered on several local nonprofit boards focused on helping children and families, including recognition for 100 hours of pro bono work annually.

Professional Designations, Certifications, Registrations, and Licenses

• CERTIFIED FINANCIAL PLANNER™ certification awarded by CFP Board

Professional Memberships

• Financial Planning Association  
• Essex County Estate Planning Council, former board member   
• Beverly YMCA, former board member

Education

• Providence College, Providence, RI – B.S. Economics