Marisa Heiden

Wealth Advisor

CFP®, ChSNC®

Mission Creek Capital Partners1340 Treat Boulevard, Suite 201, Walnut Creek, CA 94597

Languages: English

My Approach

I specialize in serving Christian families and families who have a child or loved one with special needs. I hold the ChSNC® (Chartered Special Needs Consultant®) and am currently pursuing the CKA® (Certified Kingdom Advisor®).

The Clients I Serve

Christian clients and/or clients who have a child or loved one with special needs

Major Milestones I Specialize In

Retirement Planning

Our 7 Steps to Financial Planning

Certified Financial Planners have a proven blueprint for success—but your planner builds it entirely around you.

Summarized from the CFP® Board's Practice Standards. cfp.net

Disclosures

This material is provided for informational purposes only and does not constitute investment, tax, or legal advice. It is not a recommendation or solicitation to buy or sell any security, insurance product, or investment strategy. Past performance does not guarantee future results. All investing involves risk, including the possible loss of principal. Tax and legal matters are outside the scope of this engagement; consult your attorney, accountant, and other qualified professionals before making financial decisions. Additional information about this financial professional, including registration status and disciplinary history, is available through FINRA BrokerCheck and the SEC Investment Adviser Public Disclosure website.

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Financial Planner Certifications

Designations & Certifications

CFP®

Technical Skills

Retirement Income and Distribution

Compensation

This planner self-certifies that the information in this profile is accurate. Consumers should independently verify the planner’s credentials, registration, and background through CFP Board, the SEC, and FINRA BrokerCheck.

Compensation Methods

Fee Only

Fee-only means a CFP® professional may describe his or her practice as "fee-only" if, and only if, all the planner's compensation from all client work comes exclusively from clients in the form of fixed, flat, hourly, percentage, or performance-based fees.

Assets Under Management (AUM): Fee for ongoing active management of your portfolio, upon which a percentage of assets is assessed. Refer to the planner's Form ADV for details.
Project-Based: A one-time flat fee for a specific project—like a single topic or a complete financial plan. Ideal if you just need advice right now without an ongoing commitment.