Raymond Heizer, Jr., CFP®
You shouldn’t have to wonder if it’s safe to be yourself with your financial advisor. You deserve someone who makes you feel welcome, understood, and celebrated for exactly who you are.
My mission is to provide a space where you can talk openly about your life, your loved ones, and your dreams without hesitation. Financial planning isn’t just about numbers. It’s about building the life you’ve always wanted to live.
My approach starts with clarity: understanding exactly where you are today, without judgment. Then we map out a plan to get you where you want to go, whether that’s protecting your loved ones, planning for a family, or transitioning into retirement.
Money is a tool. Let’s use it to help you thrive.
Accreditations and Education
- Bachelor of Science in Business Administration (BSBA), Finance Specialization, The Ohio State University
- Certificate in Personal Financial Planning, Dalton Education – UC Berkeley Extension
- CFP® CERTIFIED FINANCIAL PLANNER™ practitioner
Hobbies and Personal Life
- Lives in Cincinnati, OH with his husband
- Grew up in Columbus, OH (Westerville area) and moved to Cincinnati in 2021
- Working out
- Reading
- Video games
- Volunteering
Community Participation
- Equality Ohio
- Transform Cincy
4605 East Galbraith Road, Suite 200
Cincinnati, OH 45236
(513) 898-9100
info@touchpointwealthpartners.com
Advisory Services offered through Valmark Advisers, Inc. a SEC Registered Investment Advisor. Securities offered Through Valmark Securities, Inc. Member FINRA, SIPC 130 Springside Drive, Suite 300 Akron, Ohio 44333-2431 1-800-765-5201 TouchPoint Wealth Partners is a separate entity from Valmark Securities, Inc. and Valmark Advisers, Inc.
Click here for Valmark Customer Relationship Summary.
Certified Financial Planner Board of Standards, Inc. (CFP Board) owns the certification marks CFP®, CERTIFIED FINANCIAL PLANNER™, and CFP® (with plaque design) in the United States, which it authorizes use of by individuals who successfully complete CFP Board’s initial and ongoing certification requirements.