Heather Rivera, FPQP®, CSRIC®, ABFP®, M.Ed. Client Service Specialist

Heather has been working in the financial planning & advisory space for five years and finds it absolutely fascinating. In that time, she obtained her Financial Paraplanner Qualified Professional® designation, followed shortly by her Chartered SRI Counselor® and Accredited Behavioral Finance Professional designations. With a background in education and the social services, Heather is an expert at walking clients seamlessly through complicated, confusing processes while making it (almost) fun. Heather provides administrative support to InTandem’s Financial Advisors and can be counted on to assist with myriad kinds of paperwork.