Growing up, I didn’t know much about money — how to save or invest it wisely. That changed when I found myself buried in debt and discovered zero-based budgeting and the debt snowball approach. I paid off my debt in less than a year, and that experience inspired me to help others do the same. I began volunteering at my church, guiding people toward their financial goals and helping show them that there truly is light at the end of the tunnel. The next level to this was incorporating investing and financial strategies.
Since 2012, I’ve built a rewarding career in the financial services industry, and today I’m proud to help individuals, families and small businesses create personalized financial strategies. My goal is to take the guesswork out of your future and walk alongside you every step of the way.
I recently married my husband, Michael, and we now call Templeton home. I’ve also relocated my practice from San Diego to Paso Robles, and I love serving the Central Coast community. We attend Cornerstone Church in Atascadero, and when I’m not meeting with clients, you’ll likely find me lifting weights, hiking or training for my next outdoor challenge. I summited Mt. Whitney in 2024, and I want to hike the Grand Canyon rim-to-rim.
If you’d like to talk about your financial goals, I’d love to hear from you.
Heather
805-283-2648
Heather.Rukavina@EdwardJones.com