HEATHER QUINN
Financial Advisor
Fortuna Wealth Management, Legacy
Strategies and Insurance Solutions
Heather Quinn’s ultimate goal is to help individuals live their lives to the fullest potential while ensuring the security of their families and the longevity of their financial resources. As a financial advisor, she is an expert in tax efficiency, risk management and optimized wealth accumulation, skillfully guiding her clients through the complexities of managing their income and optimizing their benefits.
Quinn enjoys helping people identify their most important goals and help them devise a roadmap for getting there. She follows a consistent investment and financial planning philosophy which ensures that all plans are well-tailored regarding risk tolerance, asset allocation and long-term planning. This alignment helps clients make informed decisions
that are in sync with their overall financial goals and risk appetite.
