Nice to meet you, I'm Heidi Fifield.
I am the the President and Owner of Fifield Financial Services, and while I am always willing to help whoever needs it, my primary focus will be on:
- Retirement Income Planning: For those who are in retirement or 5-10 years before, helping them to get their finances in order, to pursue their goals and maximize their potential retirement income.
- Divorce Financial and Lifestyle Analysis: For those who are thinking about it or going through divorce, helping them understand the ramifications of each settlement option for their near future and impacts in 5, 10, 20 years and beyond.
- Lifestyle Analysis entails investigating spending and finding hidden income and assets.
- Lifestyle Analysis entails investigating spending and finding hidden income and assets.
- Written Financial Plans: For professional individuals or couples who are ready to get their plan in place, either with the goal of early retirement or legacy planning.
I am an Investment Advisor Representative and a Registered Representative. I earned the Series 66 (Financial Law) and Series 7 (Financial Securities) Licenses, holding me to a Fiduciary standard, and maintains insurance licensing in multiple states.
- Fiduciary meaning, I am obligated to make recommendations and perform by putting my client's best interest ahead of every other consideration.
I feel my unique blend of experience in the business world and financial markets, has led to focus on asset protection and tax advantaged planning for my clientele. Through continuous education and networking with the top finance and legal practitioners throughout the country, I have achieved both respect and recognition.
Prior to working in the Financial Services industry, I spent over 20 years in various industries as a leader in the Financial Planning and Analysis profession. Supporting the information technology departments of well-known companies like:
- BD (formerly CareFusion) – medical devices
- Jack in the Box – fast, casual restaurants
- Booz Allen & Hamilton – government contracting
- StarKist Seafoods – food industry
Have been successful in translating business plans/needs into accounting concepts and developed complex and advanced $100M+ budgets and forecasts. As an early adopter of technology, I've always been an agent for process improvement and innovation.
As a member of the Soroptimist International La Jolla (SILJ) philanthropic group, Women in Defense (WID) Organization, Women in Technology, International (WITI), I am passionate about helping and supporting the dreams of enterprising women. Because my blood type "can be given to babies", I donate regularly and have achieved Guardian status at the San Diego Blood bank. I also volunteer at the San Diego Food Bank and Soroptimist International events.
On a personal note, I enjoy pickleball and time at home with my college freshman son, Harry. I live in beautiful Bay Park, where I grew up and still enjoy the company of many friends, some from elementary school, and family who live in San Diego. As an avid sailor, I was recently certified to maneuver 40-50 foot Catamarans, and enjoy sharing the unique views of San Diego from the water with friends and clients alike.
