Heidi A. Hershman

Heidi A. Hershman has been in the Financial Services Industry for over 20 years. She has spent her career helping families find and create Financial Stability both in the long term and short term. Heidi coaches her clients to pursue their financial goals, including but not limited to Financial Stability, Retirement Planning, College Education and confidence every month. She is experienced in helping families make educated decisions for their financial futures. Her mission is to help people establish their goals and pursue their financial dreams.

Heidi is a series 6, 63, 26 and 65 Registered Representative and an Investment Advisor Representative with HBW Advisory LLC. Heidi also maintains an insurance license to help individuals protect their families with Life Insurance, Long Term Care and Disability Insurance.

Heidi was raised in the Los Angeles area and currently lives in Agoura with her husband David and their three beautiful daughters Sunshine, Paradise and Treasure. With a family of her own she understands how important it is for families to be financially educated and financially stable especially in today’s economy.