Tom Heuer, CFA, CFP®
Managing Director, Regional Growth
Tom is a Managing Director with Wealthspire, bringing more than a decade of experience in the retirement advisory industry and working closely with plan sponsors to create, evaluate, and monitor retirement programs that align with organizational goals and fiduciary responsibilities. Tom advises on a broad range of qualified and non-qualified retirement plans, helping sponsors navigate plan design, governance, investment policy, and ongoing oversight. He also brings experience working with Wealthspire’s Private Client and Family Office teams, helping high-net-worth and ultra-high-net-worth clients develop and oversee comprehensive financial strategies that integrate investment, cash flow, tax, wealth transfer, and other planning considerations.
With a strong focus on fiduciary best practices, Tom has extensive experience in provider fee benchmarking, investment oversight, ERISA compliance, and participant education. He is committed to helping plan sponsors enhance retirement outcomes, manage risk, reduce plan costs, and deliver meaningful retirement benefits to their employees.
Tom has been recognized by NAPA as a “Top Plan Advisor Under 40.” He is a CFA charterholder and holds the CFP® certification and CRPS® designation. Tom earned a Bachelor of Business Administration in Accounting from San Diego State University and is currently pursuing his MBA at the University of California, Berkeley Haas School of Business.
Please Note: Limitations. Professional designations, certifications, degrees, or licenses, recognition by publications or organizations, membership in professional organizations, or prior experience or success should not be construed by a client or prospective client as a guarantee of a certain level of results or satisfaction if Wealthspire is engaged, or continues to be engaged, to provide investment advisory services.
