Stephen Heitzmann, MSF, CPWA®, CRPC® is the managing partner at Bauer Heitzmann. He was Co-founder and CEO of Altruistic Investing LLC which was acquired by Bauer Heitzmann on 12/31/2019.
Stephen Heitzmann, is a Certified Private Wealth Advisor® designee who specializes in working with ultra-high-net-worth individuals.
He believes in empowering others and changing the way people think about investing. He believes that properly managing risk and thoughtful financial planning will give people back their most important non-renewable asset, time. He has served high-net-worth individuals and families since 2010, assisting them in simplifying the complexity that financial success brings through creative planning.
He brings strong character values, has many years of financial services experience to write about and share, and has been mentioned in financial publications. Stephen holds a B.A. in Economics and a Masters in Finance. He and his wife Chelsea live in Colorado Springs, CO where they enjoy many outdoor adventures from skiing fresh powder to playing competitive sports and climbing the Rocky Mountains.
In the Press
How A Fiduciary Can Better Prepare Pre-Retirees
7 Budget Friendly Ways Retirees Can Create Memorable Holidays