Raymond Heizer, Jr., CFP®
Raymond is a Paraplanner and works most closely with Marcus, Paige, and Mitch. Raymond assists our advisors in creating, monitoring, and updating financial plans. He also assists clients with completing insurance applications.
Raymond joined our team in 2021 after graduating from The Ohio State University with a Bachelor of Science in Business Administration with a specialization in Finance. Within the time he has joined, Raymond has passed the Series 7 and 66, earned an Ohio insurance license, and has become a CERTIFIED FINANCIAL PLANNER™ while working full time. He is on track to become a Financial Advisor in our practice. Raymond is also working to become an “Insurance Specialist” within the office.
Raymond and his fiancé reside in Cincinnati, Ohio. While not at work, you may find him lifting weights, reading, or playing video games. Raymond volunteers with Equality Ohio and has a passion for promoting financial literacy and wellness.
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.
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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.