John Heffel, CFP

At Fortis, John’s primary focus is on building and executing financial plans for our clients.

John began his career in financial planning and wealth management with the UBS Cascade Group. While with the Cascade Group, he worked with high net worth clients by building comprehensive financial plans and implementing action items on their behalf. As a Certified Financial Planner, he is passionate about helping clients plan for life’s biggest moments. He graduated Cum Laude from Seattle Pacific University.

In his free time, John enjoys staying active and spending time with his wife.