Heather M. West RICP®, CRES®
Managing Partner - Financial Advisor
CA Insurance Lic# OH80277
Phone: 206-956-6240
Fax: 206-956-6202
Heather.West@riverrun-wealth.com
Bio
Heather takes pride in the meaningful impact she has on her clients’ lives, going beyond the numbers to understand their unique needs, values, and aspirations. She specializes in providing personalized financial guidance to women, families, pre-retirees, retirees, and educators—empowering them to make informed decisions that align with their most deeply held life goals and dreams.
Since 2004, Heather has helped individuals and families achieve financial clarity and confidence. Over the years, she has founded and built River Run Wealth Advisors to extend her expertise to more individuals through a team of like-minded financial professionals.
As a Credentialed Holistic Financial Coach, Heather is deeply committed to guiding clients toward long-term financial well-being and security. Her expertise is supported by her RICP® (Retirement Income Certified Professional), and CRES (Certified Retirement Education Specialist). She is currently pursuing her CFP® (Certified Financial Planner) and ChFC® (Chartered Financial Consultant) designations to further expand her capabilities in complex financial planning scenarios.
Born and raised in the Seattle area, Heather holds a B.A. from Pacific Lutheran University. Outside of work, she leads an active lifestyle with her husband and two sons. Together, they enjoy hiking, camping, fishing, golfing, tennis, biking, and exploring new destinations.
Heather’s comprehensive experience, advanced credentials, and genuine dedication make her a trusted partner in navigating the complexities of financial planning. She embodies the spirit of “Dream, Plan, Live,” helping clients move forward with clarity, purpose, and peace of mind.
Certifications and Designations
Credentialed Holistic Financial Coach
Retirement Income Certified Planner
Certified Retirement Education Specialist