Emma Heckle

Financial Paraplanner at Ritter Daniher Financial Advisory LLC
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Contact Information
us****@****om
(386) 825-5501

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Experience

    • United States
    • Financial Services
    • 1 - 100 Employee
    • Financial Paraplanner
      • Jun 2021 - Present

      Located in Cincinnati, we provide comprehensive, Fee-Only wealth management services for individuals that are looking to delegate some level of responsibility for managing their financial affairs. These are either people that recognize that they don't have the requisite skill set to effectively manage their financial planning and investment management, or those that could do so but are simply choosing to delegate this task to a teammate. We are held to a fiduciary standard in all of our dealings with our clients, meaning that we legally are obligated to put your interests ahead of our own. We are not "financial salespeople". Rather, we are trusted advisors that work to help you solve your financial challenges. From investments, to retirement and college planning, to estate and insurance advice, we are holistic advisors looking at all facets of your financial life.

    • United States
    • Pharmaceutical Manufacturing
    • 700 & Above Employee
    • Sample Management Technician
      • Dec 2019 - May 2021

Education

  • University of Cincinnati
    Bachelor of Science - BS, Biology, General
    2015 - 2019

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