{"id":2659,"date":"2023-07-24T18:06:50","date_gmt":"2023-07-24T18:06:50","guid":{"rendered":"https:\/\/touchpointwealthpartners.com\/site\/?page_id=2659"},"modified":"2026-02-25T14:54:42","modified_gmt":"2026-02-25T14:54:42","slug":"bio-raymond-heizer-jr","status":"publish","type":"page","link":"https:\/\/touchpointwealthpartners.com\/site\/bios\/bio-raymond-heizer-jr\/","title":{"rendered":"Bio &#8211; Raymond Heizer Jr."},"content":{"rendered":"<p>[et_pb_section fb_built=&#8221;1&#8243; _builder_version=&#8221;4.16&#8243; background_color=&#8221;#efeeea&#8221; bottom_divider_color=&#8221;#dbd6d1&#8243; global_colors_info=&#8221;{}&#8221;][et_pb_row column_structure=&#8221;2_3,1_3&#8243; _builder_version=&#8221;4.16&#8243; custom_padding=&#8221;50px|||&#8221; global_colors_info=&#8221;{}&#8221;][et_pb_column type=&#8221;2_3&#8243; _builder_version=&#8221;4.16&#8243; custom_padding=&#8221;|||&#8221; global_colors_info=&#8221;{}&#8221; custom_padding__hover=&#8221;|||&#8221;][et_pb_text admin_label=&#8221;HDR &#8211; BIO&#8221; _builder_version=&#8221;4.27.4&#8243; header_text_color=&#8221;#e37358&#8243; global_colors_info=&#8221;{}&#8221;]<\/p>\n<h1>Raymond Heizer, Jr., CFP\u00ae<\/h1>\n<div><strong>Paraplanner\/Associate Financial Advisor<\/strong><\/div>\n<div>raymond@touchpointwealthpartners.com<\/div>\n<div>(513) 898-9100<\/div>\n<p>[\/et_pb_text][et_pb_text admin_label=&#8221;BODY &#8211; BIO&#8221; _builder_version=&#8221;4.27.4&#8243; hover_enabled=&#8221;0&#8243; global_colors_info=&#8221;{}&#8221; sticky_enabled=&#8221;0&#8243;]<\/p>\n<p><span data-contrast=\"auto\">You\u00a0shouldn\u2019t\u00a0have to wonder if\u00a0it\u2019s\u00a0safe to be yourself with your financial advisor. You deserve someone who makes you feel welcome, understood, and celebrated for exactly who you are.\u00a0<\/span><span data-ccp-props=\"{&quot;134233117&quot;:false,&quot;134233118&quot;:false,&quot;335559738&quot;:0,&quot;335559739&quot;:0}\">\u00a0<\/span><\/p>\n<p><span data-contrast=\"auto\">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\u00a0isn\u2019t\u00a0just about numbers.\u00a0It\u2019s\u00a0about building the life\u00a0you\u2019ve\u00a0always wanted to live.<\/span><span data-ccp-props=\"{&quot;134233117&quot;:false,&quot;134233118&quot;:false,&quot;335559738&quot;:0,&quot;335559739&quot;:0}\">\u00a0<\/span><\/p>\n<p><span data-contrast=\"auto\">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\u00a0that\u2019s\u00a0protecting your loved ones,\u00a0planning for\u00a0a family, or transitioning into retirement.\u00a0<\/span><span data-ccp-props=\"{&quot;134233117&quot;:false,&quot;134233118&quot;:false,&quot;335559738&quot;:0,&quot;335559739&quot;:0}\">\u00a0<\/span><\/p>\n<p><span data-contrast=\"auto\">Money is a tool.\u00a0Let\u2019s\u00a0use it to help you thrive.<\/span><span data-ccp-props=\"{&quot;134233117&quot;:false,&quot;134233118&quot;:false,&quot;335559738&quot;:0,&quot;335559739&quot;:0}\">\u00a0<\/span><\/p>\n<p><b><span data-contrast=\"auto\"><strong>Accreditations and Education<\/strong><\/span><\/b><span data-ccp-props=\"{&quot;134233117&quot;:false,&quot;134233118&quot;:false,&quot;335559738&quot;:0,&quot;335559739&quot;:0}\">\u00a0<\/span><\/p>\n<ul>\n<li><span data-contrast=\"auto\"> Bachelor of Science in Business Administration (BSBA), Finance Specialization, The Ohio State University<\/span><\/li>\n<li><span data-contrast=\"auto\"> Certificate in Personal Financial Planning, Dalton Education &#8211; UC Berkeley Extension<\/span><\/li>\n<li><span data-contrast=\"auto\"> CFP\u00ae CERTIFIED FINANCIAL PLANNER\u2122 practitioner<\/span><\/li>\n<\/ul>\n<p><b><span data-contrast=\"auto\"><strong>Hobbies and Personal Life<\/strong><\/span><\/b><span data-ccp-props=\"{&quot;134233117&quot;:false,&quot;134233118&quot;:false,&quot;335559738&quot;:0,&quot;335559739&quot;:0}\">\u00a0<\/span><\/p>\n<ul>\n<li><span data-contrast=\"auto\"> Lives in Cincinnati, OH with his husband<\/span><\/li>\n<li><span data-contrast=\"auto\"> Grew up in Columbus, OH (Westerville area) and moved to Cincinnati in 2021<\/span><\/li>\n<li><span data-contrast=\"auto\"> Working out<\/span><\/li>\n<li><span data-contrast=\"auto\"> Reading<\/span><\/li>\n<li><span data-contrast=\"auto\"> Video games<\/span><\/li>\n<li><span data-contrast=\"auto\"> Volunteering<\/span><\/li>\n<\/ul>\n<p><b><span data-contrast=\"auto\"><strong>Community Participation<\/strong><\/span><\/b><span data-ccp-props=\"{&quot;134233117&quot;:false,&quot;134233118&quot;:false,&quot;335559738&quot;:0,&quot;335559739&quot;:0}\">\u00a0<\/span><\/p>\n<ul>\n<li><span data-contrast=\"auto\"> Equality Ohio<\/span><\/li>\n<li><span data-contrast=\"auto\"> Transform Cincy<\/span><\/li>\n<\/ul>\n<p>[\/et_pb_text][\/et_pb_column][et_pb_column type=&#8221;1_3&#8243; 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button_one_bg_color__hover=&#8221;null&#8221; button_two_bg_color__hover_enabled=&#8221;off&#8221; button_two_bg_color__hover=&#8221;null&#8221;][\/et_pb_button][\/et_pb_column][et_pb_column type=&#8221;1_3&#8243; _builder_version=&#8221;4.16&#8243; custom_padding=&#8221;|||&#8221; global_colors_info=&#8221;{}&#8221; custom_padding__hover=&#8221;|||&#8221;][et_pb_text admin_label=&#8221;Text &#8211; FOOTER CONTACT INFO&#8221; _builder_version=&#8221;4.16&#8243; background_layout=&#8221;dark&#8221; global_colors_info=&#8221;{}&#8221;]<\/p>\n<p>4605 East Galbraith Road, Suite 200<br \/>Cincinnati, OH 45236<br \/>(513) 898-9100<br \/>info@touchpointwealthpartners.com<\/p>\n<p>[\/et_pb_text][\/et_pb_column][et_pb_column type=&#8221;1_3&#8243; _builder_version=&#8221;4.16&#8243; custom_padding=&#8221;|||&#8221; global_colors_info=&#8221;{}&#8221; custom_padding__hover=&#8221;|||&#8221;][et_pb_image src=&#8221;https:\/\/touchpointwealthpartners.com\/site\/wp-content\/uploads\/Logos_TPWP_WHITE.png&#8221; title_text=&#8221;Logos_TPWP_WHITE&#8221; align_tablet=&#8221;center&#8221; align_phone=&#8221;&#8221; align_last_edited=&#8221;on|desktop&#8221; admin_label=&#8221;LOGO &#8211; WHITE&#8221; _builder_version=&#8221;4.27.4&#8243; global_colors_info=&#8221;{}&#8221;][\/et_pb_image][\/et_pb_column][\/et_pb_row][et_pb_row _builder_version=&#8221;4.16&#8243; background_size=&#8221;initial&#8221; background_position=&#8221;top_left&#8221; background_repeat=&#8221;repeat&#8221; global_colors_info=&#8221;{}&#8221;][et_pb_column type=&#8221;4_4&#8243; _builder_version=&#8221;4.16&#8243; custom_padding=&#8221;|||&#8221; global_colors_info=&#8221;{}&#8221; custom_padding__hover=&#8221;|||&#8221;][et_pb_text admin_label=&#8221;Text &#8211; FOOTER DISCLOSURE&#8221; _builder_version=&#8221;4.21.0&#8243; text_font=&#8221;|300||on|||||&#8221; text_font_size=&#8221;11px&#8221; text_line_height=&#8221;1.6em&#8221; link_text_color=&#8221;#ffffff&#8221; text_orientation=&#8221;justified&#8221; background_layout=&#8221;dark&#8221; global_colors_info=&#8221;{}&#8221;]<\/p>\n<p>Advisory Services offered through Valmark Advisers, Inc. a SEC Registered Investment Advisor. Securities offered Through Valmark Securities, Inc. Member <a href=\"https:\/\/brokercheck.finra.org\" target=\"_blank\" rel=\"noopener noreferrer\">FINRA<\/a>, <a href=\"https:\/\/www.sipc.org\" target=\"_blank\" rel=\"noopener noreferrer\">SIPC<\/a> 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.<\/p>\n<p>Click <strong><a href=\"https:\/\/touchpointwealthpartners.com\/site\/wp-content\/uploads\/Valmark-Form-CRS.pdf\" rel=\"attachment wp-att-2868\">here<\/a> <\/strong>for Valmark Customer Relationship Summary.<\/p>\n<p>Certified Financial Planner Board of Standards, Inc. (CFP Board) owns the certification marks CFP\u00ae, CERTIFIED FINANCIAL PLANNER\u2122, and CFP\u00ae (with plaque design) in the United States, which it authorizes use of by individuals who successfully complete CFP Board\u2019s initial and ongoing certification requirements.<br \/><b><\/b><\/p>\n<p>[\/et_pb_text][\/et_pb_column][\/et_pb_row][\/et_pb_section]<\/p>\n","protected":false},"excerpt":{"rendered":"<p>Raymond Heizer, Jr., CFP\u00ae Paraplanner\/Associate Financial Advisor raymond@touchpointwealthpartners.com (513) 898-9100You\u00a0shouldn\u2019t\u00a0have to wonder if\u00a0it\u2019s\u00a0safe to be yourself with your financial advisor. You deserve someone who makes you feel welcome, understood, and [&hellip;]<\/p>\n","protected":false},"author":3,"featured_media":0,"parent":378,"menu_order":1,"comment_status":"closed","ping_status":"closed","template":"","meta":{"_et_pb_use_builder":"on","_et_pb_old_content":"<p>This is an example page. It's different from a blog post because it will stay in one place and will show up in your site navigation (in most themes). Most people start with an About page that introduces them to potential site visitors. It might say something like this:<\/p><blockquote><p>Hi there! I'm a bike messenger by day, aspiring actor by night, and this is my website. I live in Los Angeles, have a great dog named Jack, and I like pi\u00f1a coladas. (And gettin' caught in the rain.)<\/p><\/blockquote><p>...or something like this:<\/p><blockquote><p>The XYZ Doohickey Company was founded in 1971, and has been providing quality doohickeys to the public ever since. Located in Gotham City, XYZ employs over 2,000 people and does all kinds of awesome things for the Gotham community.<\/p><\/blockquote><p>As a new WordPress user, you should go to <a href=\"https:\/\/touchpointwealthpartners.com\/site\/wp-admin\/\">your dashboard<\/a> to delete this page and create new pages for your content. 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