Accredited Investors Wealth Management®
Heidi Pineda is a Senior Client Service Associate at Accredited Investors Wealth Management®, a role held since December 2022, where the focus is on integrating financial planning with portfolio management to enhance client satisfaction. Prior experience includes positions as Client Services Associate at both Accredited Investors Wealth Management® and GEN Financial Management, Inc., as well as a BOA at Edward Jones and roles including Portfolio Analyst and Senior Associate, Investment Advisor Operations at RBC Wealth Management. Heidi Pineda holds a Bachelor of Science degree in Communication and Media Studies from Mankato State, earned between 2010 and 2014.
Accredited Investors Wealth Management®
Accredited Investors Wealth Management® provides an invaluable service by pairing the breadth and depth of our collective financial planning expertise with a thorough knowledge of our clients’ lives. Our services are best suited for those in the Twin Cities and connected communities around the country who value our team approach and willingness to engage in deep relationships. Our team is comprised of professionals with wide-ranging backgrounds in accounting, law, investment research, banking, and philanthropy, all working together to craft personalized strategies for each client family. We have a profoundly collaborative culture valuing the collective “we over me” team mindset with a group of multigenerational owners serving multigenerational client families. We created the widely acclaimed Wealth Management Index™, which guides meaningful conversations about money and values, leading to personalized and proactive planning strategies. Going through this process together empowers our clients to spend their lives wisely. Founded in 1987, Accredited Investors Wealth Management® manages approximately $3 billion of investment assets as of 12/31/2022. Spend Your Life Wisely™ For important information and disclosures, please visit: accredited.com/disclosures