Heather McClain Email & Phone Number
Founder and Wealth Manager
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Heather McClain Location
- Phoenix, AZ, US
Heather McClain Work
- Founder and Wealth Manager @ McClain Wealth Management, LLC (March 2026 - Present)
- Senior Wealth Advisor @ Vanguard (August 2014 - March 2026)
- Financial Planner @ LearnVest, Inc. (December 2013 - August 2014)
- Wealth Advisor @ (January 2003 - December 2013)
Heather McClain Education
- University of Phoenix
MBA (Global Management)
1999-2002 - University of Hawaii at Manoa
BA (Liberal Studies)
1989-1993
Heather McClain Skills
- 401k
- 401k Rollovers
- Annuities
- Asset Allocation
- Certified Financial Planner
- College Savings Plans
- Estate Planning
- Financial Advisory
- Financial Planning
- IRAs
- Insurance
- Investment Advisory
- Investment Strategies
- Investments
- Mutual Funds
- Personal Finance
- Personal Financial Planning
- Retirement
- Retirement Income Strategies
- Retirement Planning
- Roth IRA
- Series 63
- Series 65
- Series 7
- Wealth Management
- Accounting
- Portfolio Management
- Project Planning
- Management
Heather McClain Summary
- Heather McClain, based in Phoenix, AZ, US, is currently a Founder and Wealth Manager at McClain Wealth Management, LLC. Heather McClain brings experience from previous roles at Vanguard, LearnVest, Inc. and USAA. Heather McClain holds a 1999 - 2002 MBA in Global Management @ University of Phoenix. With a robust skill set that includes 401k, 401k Rollovers, Annuities, Asset Allocation, Certified Financial Planner and more. Heather McClain has 1 emails and 2 mobile phone numbers on RocketReach.
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