Broker Check
Heather Bantle

Heather Bantle

Financial Advisor

I joined Foster Klima & Company with a mission to bring financial balance to my clients' lives and/or their small businesses through macro planning with uncommon thinking and a holistic approach. My passion is to educate my clients on how to maximize their potential wealth by managing their money in a more efficient way with possible less risk. By doing so, my clients can continue, in retirement, to live financially free and with abundance. My previous experience as a Licensed Social Worker has helped shape my business. I possess skills to make my clients comfortable in talking about their financial world. I enjoy working with people who care about their future and their loved ones along with my niche of working with the GLBT community, women in transition and small business owners. 

Specialties

  • Life and Disability Income Protection
  • Long Term Care Insurance
  • Wealth Building
  • Retirement Planning
  • Estate Planning
  • Debt Elimination
  • College Funding
  • Charitable Giving
  • Business Insurance

For more information please click here.

 

Registered Representative and Financial Advisor of Park Avenue Securities LLC (PAS). Securities products and advisory services offered through PAS, member FINRA, SIPC. Financial Representative of The Guardian Life Insurance Company of America® (Guardian), New York, NY. PAS is an indirect, wholly-owned subsidiary of Guardian. Foster Klima & Company, Inc. is not an affiliate or subsidiary of PAS or Guardian. California LIC #0L44893.