Heather  Locus,  CFP<sup>&reg;</sup> - Financial Advisor

Heather Locus, CFP®

CPA,

Wealth Manager

Balasa Dinverno Foltz LLC

500 Park Blvd, Suite 1400
Itasca, IL 60143-1272
(630) 875-4904

General

Heather Locus is a CERTIFIED FINANCIAL PLANNER™ professional and member of the Financial Planning Association. Serving clients at Balasa Dinverno Foltz LLC in Itasca, IL and the surrounding communities.

Financial Advisor Certifications

Securities Registrations or Exam Qualifications

Designations & Certifications

  • CERTIFIED FINANCIAL PLANNER™ (CFP®)
  • Certified Public Accountant (CPA)

Financial Advisor's Specialties

Comprehensive Financial Planning, Asset Allocation, Estate Planning, Investment Management, Getting Divorced, Employee Benefits, Life Planning, Retirement, Sudden Wealth, Women's Finances

More

Helpful Financial Planning Resources