Steve Heinemann

Steve Heinemann, CFP®, currently serves as the Product Strategy & Development Manager for Wealth Management & Solutions at Capital Group, a position held since January 2013. In this role, Steve monitors the competitive landscape for wealth management, conducts research on emerging product trends, and collaborates with internal teams to drive product development initiatives. Previous positions at Capital Group include Consultant Lead for Business Analysis in ETFs & Wealth Management and Senior Consultant for ETF business analysis, where responsibilities encompassed trend analysis, competitive insights, and product management. Prior to joining Capital Group, Steve worked as a Senior Tax Accountant at Moss Adams. Steve holds a Bachelor of Science in Accounting from Loyola Marymount University, earned in 2010.