Wesley Heinrichs Email & Phone Number

Financial Advisor @ Linea Private Wealth Management, LLC

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Wesley Heinrichs's Location

Atlanta, GA, US

Wesley Heinrichs's Work

Financial Advisor @ Linea Private Wealth Management, LLC
LPL Financial Advisor @ LPL Financial
Investment Advisor Representative @ Foresters Financial Services

Client Development Executive @ BECA, Inc.
President @ Sigma Phi Epsilon (Official)
Golf Course Attendant @ Georgia Southern University

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Wesley Heinrichs's Education

University of Georgia - Terry College of Business
CERTIFIED FINANCIAL PLANNER™ Pracitioner Program (Financial Planning and Services)
2018 - 2019
University of Georgia - Terry College of Business
CERTIFIED PERSONAL RETIREMENT SPECIALIST™ (Financial Planning and Services)
2018 - 2018
Georgia Southern University
Bachelor's Degree (Finance)
2012 - 2016

West Forsyth High School
High School (High School/Secondary Diplomas and Certificates)
2009 - 2012
Blessed Trinity Catholic High School
2008 - 2009

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Wesley Heinrichs's Skills

Public Speaking
Microsoft Office
Leadership

Microsoft Excel
Personal Financial Planning
Retirement Planning
Customer Service
Sales
Management
Time Management

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Wesley Heinrichs's Summary

Wesley Heinrichs, based in Atlanta, GA, US, is currently a Financial Advisor at Linea Private Wealth Management, LLC, bringing experience from previous roles at LPL Financial, Foresters Financial Services, BECA | The IT Brain Power Company and Sigma Phi Epsilon (Official). Wesley Heinrichs holds a 2018 - 2019 CERTIFIED FINANCIAL PLANNER™ Pracitioner Program in Financial Planning and Services @ University of Georgia - Terry College of Business. With a robust skill set that includes Public Speaking, Microsoft Office, Leadership, Microsoft Excel, Personal Financial Planning and more, Wesley Heinrichs contributes valuable insights to the industry. Wesley Heinrichs has 2 emails on RocketReach.