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Heidi Jeromanovs, CFP®

Senior Financial Planner, Regional Director Oregon

 

 

 

Heidi is a Senior Financial Planner and Regional Director at Evergreen Gavekal. She works with high net worth families and individuals to create a custom financial plan that reflects their hopes for the future and the options for now. As a Regional Director, Heidi coordinates the marketing effort for Oregon and Southwest Washington and fosters meaningful relationships with referral networks in the area.

 

Previously, Heidi was a Senior Financial Planner, VP for Key Private Bank, and spent many years with Charles Schwab in various roles, including time as a Financial Consultant, VP.

 

Heidi is a CERTIFIED FINANCIAL PLANNER® (CFP®) and earned an undergraduate degree in Psychology from Arizona State University.

BELLEVUE

10500 NE 8th Street, Suite 950

Bellevue, WA 98004

425.467.4600

50 California Street, Suite 3650

San Francisco, CA 94111

415.980.6300

PORTLAND

805 SW Broadway, Suite 610  

Portland, OR 97205

503.575.9758

NAPA

SAN FRANCISCO

1850 Soscol Ave, Suite 205

Napa, CA 94559

707.287.9686

 

DISCLOSURES