Home | Heidi Hershman

When Markets React

When markets shift, experienced investors stick to their strategy.

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Behavioral Finance

An amusing and whimsical look at behavioral finance best practices for investors.

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Should You Tap Retirement Savings to Fund College?

There are three things to consider before dipping into retirement savings to pay for college.

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Should You Ever Retire?

A growing number of Americans are pushing back the age at which they plan to retire. Or deciding not to retire at all.

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Services

We create strategies tailored to your goals.

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Our History

Without any conflicts of interest we put your needs first.

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Our Values

We enjoy building trusted relationships that span generations.

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Heidi A. Hershman

Investment Advisor Representative

(818) 402-3141

(866) 389-4838

heidi.hershman@hbwadvisory.com

Heidi A. Hershman has been in the Financial Services Industry for over 25 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 reach...

About Heidi Hershman

Our first priority is helping you take care of yourself and your family. We want to learn more about your personal situation, identify your dreams and goals, and understand your tolerance for risk. Long-term relationships that encourage open and honest communication have been the cornerstone of my foundation of success.

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Client Centered

Without any conflicts of interest we put your needs first.

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