CLU®, ChFC®, CASL®
CEO & Head of Wealth Management
Heather Moir-Dangler CLU®, ChFC®, CASL® was born in Honolulu and grew up in Hawaii, the Philippines, and Oregon. She graduated from the University of Oregon in 1983 with a B.A. in Finance.
After graduation, Heather worked for both a brokerage and CPA firm at 23, she opened her own fitness club and found a life-long passion for helping people achieve their personal goals. In 1990, she redirected this passion back to the world of finance and she discovered that her unique ability for inspiring and connecting with people at both a personal and business level was tailor-made for helping people achieve financial success.
Heather has always adopted a holistic view of financial planning. Life presents both dangers and opportunities, described accurately as taking hopes and dreams and translating them into a logical plan. She fosters an environment open to dreaming by providing guided discussions, designed to navigate goals and objectives.
In her free time she enjoys world traveling, learning Italian with her husband, gourmet cooking and more. She also passionately enjoys listening to the older generations and hearing not only their life stories but the valuable life history and tools that she learns from them.
“Distinctive Inspiration, Discovery and Action.”
