Partner, Director of Corporate Retirement Plans
Heather Wonderly, AIF®, CPFA™
Aldrich Wealth LP
- Certified Plan Fiduciary Advisor (CPFATM)
- Series 7 and Series 66 security exams
- Accredited Investment Fiduciary (AIF®)
- Corporate retirement plans
Heather has been working in the investment field since 2000. She provides guidance to 401(k) retirement plan committees, helping them understand investments, compliance, fiduciary responsibility, and administration for corporate retirement plans. She also provides ongoing employee education to plan participants. She holds an Accredited Investment Fiduciary (AIF®) and Certified Plan Fiduciary Advisor (CPFATM) credentials and has also completed the Series 7 and Series 66 security exams.
She was named on NAPA’s 2020 list of Top Women Advisors and the firm’s advising team was also recognized in the same year as NAPA’s Top Defined Contribution (DC) Advisor Teams. Heather received her Bachelor of Science in Political Science from Oregon State University.