Steve Heifetz Email & Phone Number
Certified Financial Planner  @ Sindrich & Associates
5 free lookup(s). No credit card required.
If you need more lookups,
subscriptions start at $34 USD/month.
Steve Heifetz Location
- Denver, CO, US
Steve Heifetz Work
- Certified Financial Planner  @ (November 1997 - Present)
- District Manager and Financial Advisor @ (January 1990 - November 1997)
- Manufacturing Engineer @ Texas Instruments (August 1984 - August 1990)
- High School Teacher @ Sterling Illinois High School (January 1980 - January 1982)
Steve Heifetz Education
- University of Wisconsin - Stout
Master of Science (Management)
1984 - University of Wisconsin - Stout
Bachelor of Science (Education)
1980 - Madison Area Technical College
Associates (Publishing)
1976
Steve Heifetz Skills
- Business Valuation and Succession
- Disability Insurance
- Educational Funding Strategies
- Estate Planning and Wealth Transfer Strategies
- Life Insurance
- Long Term Care Insurance
- Profit Sharing, Pension and 401(k) Plans
- Retirement Planning Strategies
- Wealth Accumulation Techniques
- Sailing Lessons
- Bareboats Charters
- Skippered Charters
- Team Challange Regattas
- Pension and 401k Plans
- Profit Sharing
Steve Heifetz Summary
- Steve Heifetz, based in Denver, CO, US, is currently a Certified Financial Planner  at Sindrich & Associates. Steve Heifetz brings experience from previous roles at American Express Financial Advisors, Texas Instruments and Sterling Illinois High School. Steve Heifetz holds a Master of Science in Management @ University of Wisconsin - Stout. With a robust skill set that includes Business Valuation and Succession, Disability Insurance, Educational Funding Strategies, Estate Planning and Wealth Transfer Strategies, Life Insurance and more. Steve Heifetz has 2 emails and 2 mobile phone numbers on RocketReach.
Looking for a different Steve Heifetz?
Find contact details for 700 million professionals.
Others Named Steve Heifetz
Steve Heifetz
Certified Financial Planner Â
Denver, CO, US
Stephen Heifetz
Partner
Washington, DC, US
Steven Heifetz
Interventional Cardiologist
Minneapolis, MN, US
Top Sindrich & Associates Employees
Steve Heifetz
Certified Financial Planner Â
Denver, CO, US
Dennis Whyte
Wealth Advisor
Denver, CO, US
Natalie Turner
Partner, COO
Denver, CO, US
Rian Morrissey
Wealth Management Associate
Denver, CO, US
Jeff Southern
Wealth Management Advisor
Denver, CO, US
G2 Crowd Trusted
300K+ Plugin Users
© 2026 RocketReach.co