Dean Heimbach

Dean Heimbach

CFP®Orange County, CAP 949.396.0100 | F 949.861.6311

Family

Dean and his wife Sheila were married in 1993 and have lived in Laguna Niguel, CA since 1997.  They have two children, Mitchell and Paige. When Dean is not working with clients he enjoys spending time with his family and going to his children’s activities.

Business Philosophy

With over 20 years’ experience in the financial services industry, Dean strives to provide clients with a superior client experience. He believes proper portfolio management and a market exit strategy are key to a successful retirement plan.

Education

  • University of Washington – Bachelor of Arts – 1985

Business Experience

  • 2014 to present – Financial Advisor; Money Matters with Ken Moraif
  • 1989 to 2014 – Prior to joining Money Matters, Dean held various positions in the financial services industry representing some the largest retirement and investment management companies in the world, including General Electric, AXA Advisors, Transamerica and Fidelity Investments. During that time he worked with clients and advisors on investment and retirement planning strategies.

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