Heather R. Nidetch, CFP®, CRPC®

Financial Advisor | Investment Advisor Representative

CA Insurance License #0L33232

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Heather joined Fortis Lux Financial in April of 2018, after a successful tenure with both Wells Fargo Advisors and Merrill Lynch. Heather spent over a decade developing her wealth management practice where she has distinguished herself in Financial Planning. By utilizing her tactical proficiency, she works to develop comprehensive plans for ultra-high net worth individuals, corporations and non-profits. She maintains the designations of Chartered Retirement Planning Counselor℠ (CRPC) and is a CERTIFIED FINANCIAL PLANNER™ Professional. In addition to her goals-based wealth management approach, Ms. Nidetch focuses her efforts on relationship development, risk management and wealth transfer strategies for affluent families and institutions.

Previously, she worked in the Debt Capital Markets group at Cantor Fitzgerald, which afforded her extensive knowledge within the Fixed Income markets. Before her career in financial services, she oversaw multi-million dollar advertising campaigns, which honed her asset management skills and provided her valuable insight into the financial needs of both senior executives and corporations alike.

Heather is a graduate of the University of Miami and holds a Bachelor‘s of Business Administration in International Marketing and a Bachelor of Arts in Advertising. Aside from her affiliation with the CFP Board, she promotes women’s advocacy through her involvement with Female Wave of Change as well as the International Women’s Entrepreneurial Challenge foundation. For over 20 years, Heather is dedicated to the cause of breast cancer awareness and prevention through her participation with the Susan G. Komen Foundation. Being a New York City native, she continues to reside in Manhattan and enjoys all the cultural influences New York has to offer.