Heather Huppe

Heather D. Huppe is a distinguished financial professional with a robust background in wealth management, currently serving as the Chief Financial Officer and Vice President at Dachtler Wealth Management, LLC in Folsom, CA. With her credentials as a CERTIFIED FINANCIAL PLANNER™ and a Retirement Income Certified Professional®, Heather brings a wealth of expertise to her role, focusing on creating personalized financial strategies that align with her clients' unique lifestyles and long-term goals.

At Dachtler Wealth Management, Heather leads key initiatives that encompass comprehensive investment planning, tax reduction strategies, retirement income and distribution planning, and family wealth management. Her approach is deeply client-centric, as she takes the time to understand the intricacies of each client's financial picture, family dynamics, and aspirations. This thorough understanding allows her to craft tailored solutions that not only aim to grow wealth but also ensure financial security throughout retirement.

Heather's proficiency in various financial services is underscored by her Series 7 license and her extensive knowledge in investments and long-term care insurance. She is adept at navigating the complexities of wealth management services, ensuring that her clients are well-equipped to make informed decisions. Her commitment to ongoing education and industry best practices positions her as a trusted advisor in the financial planning landscape. As she continues to drive impactful projects at Dachtler Wealth Management, Heather remains dedicated to empowering her clients to achieve financial independence and peace of mind.