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Catherine Heath, Certified Financial Planner professional

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United States
Folsom, CA
Catherine Heath, Certified Financial Planner professional

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Private Wealth Advisor at Trinity Wealth Advisors

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10/28/2026

⏰ One Week Left!

We're entering the final week of our birthday-kit donation drive benefiting Twin Lakes Food Bank.

The support we've received has been incredible, and every contribution is helping make birthdays more special for local children and families.

If you've been meaning to participate, now is the perfect time. Donations will be accepted through November 3.

🎂 Every cake mix helps create a birthday cake
🕯️ Every candle helps mark a milestone
🎁 Every donation helps create a memorable celebration

Let's finish strong and make an even bigger impact together!

💙 Thank you for helping spread joy throughout our community.

10/28/2026

Investment gains can add up over time. So can tax savings. Tax deferral helps keep more of your money invested and working toward your goals year after year.

Contact us and let's talk about what’s possible.

10/28/2026

Across the country, millions of people are working hard to carefully budget and save. Yet, families are still feeling the pressures of the growing cost of food alongside other essentials like health care and housing. Ending hunger is a group effort. Join us and Feeding America in helping to ensure everyone has access to the food they need to thrive. Now through October 31, Ameriprise is matching donations to Feeding America up to $250,000. To learn more, visit www.feedingamerica.org/ameriprise.

10/26/2026

Happy Birthday, Iris! 🎂🎉

Wishing you a wonderful birthday filled with joy, laughter, and all the things that make you smile. Your kindness, positivity, and the way you brighten the lives of those around you never go unnoticed. 🌷💖

May this year bring you good health, happiness, exciting adventures, and countless reasons to celebrate. Enjoy your special day! 🥳🎁🎈

🎉✨

10/24/2026

🎉 We're Off to a Great Start!

Our birthday-themed donation drive is officially underway, and we're already seeing support from our amazing community.

Thank you to everyone who has contributed so far. Every item donated helps provide birthday celebration supplies to local families served by Twin Lakes Food Bank.

There's still plenty of time to participate before the drive concludes on November 3.

Whether it's a package of candles, a cake mix, or a small toy, every donation helps create moments of joy for a child on their special day.

💙 Together, we're helping turn birthdays into celebrations.

10/22/2026

Great companies don't happen by accident.

Ameriprise Financial was named one of Newsweek's America's Greatest Companies of 2026.

This recognition reflects the people, culture and client-focused approach that help make Ameriprise stand out.

Learn more about what sets Ameriprise apart: https://bit.ly/3df9a5L

10/19/2026

🎂 Help Us Make Birthdays Brighter!

Our office is proud to support hunger relief efforts in our community through the Ameriprise Day of Service. From October 20th through November 2, we're hosting a birthday-themed donation drive to benefit Twin Lakes Food Bank.

If you'd like to support our drive, please consider dropping off birthday celebration items at our office, including:
🎂 Cake mix & frosting
🧸 Small toys
✨ Stickers & bubbles
🍬 Candy
🕯️ Candles
🎉 Streamers, napkins, and other birthday decorations

Can't make it to the office? You can support the cause with a direct donation to Twin Lakes Food Bank: https://bit.ly/4yXOKIJ

For more information, contact us at 916-351-0000 or email [email protected].

Together, we can help make birthdays a little brighter for local families in need. 💙

10/16/2026

🍂📋 Open enrollment season is here... and if your household is anything like this, you've got a lot on your plate. ☕💻👨‍👩‍👧‍👦

Between work deadlines, school schedules, activities, and everyday life, it's easy to rush through your benefits elections and simply pick what you chose last year.

Before you click "submit," take a few minutes to review:

✅ Health insurance options
✅ Retirement plan contributions
✅ HSA and FSA elections
✅ Beneficiary designations
✅ Disability and life insurance coverage

Sometimes the decisions we spend the least amount of time on can have a meaningful impact on our family's financial future.

Take a breath. Grab a cup of coffee. Review your options. Your future self may thank you. ☕🍂

🍁 What benefits election do you find most confusing each year?

10/15/2026

🍝 Taking a pasta-making class in Italy wasn't on my financial planning bingo card, but it taught a valuable lesson. 😊

The instructor didn't hand us a finished plate of pasta 🍽️. We had to learn the steps 👩‍🍳, practice the technique 🎯, and trust the process ✅.

Investing is similar. 📈

The goal isn't to chase quick results ⚡. It's to follow a well-designed plan 📝, make thoughtful decisions 🎯, and consistently move closer to where you want to be. 🚶‍♀️➡️🏔️

Thankfully, both homemade pasta 🍝 and long-term planning 📊 tend to reward patience. ⏳

And judging by the smile on my face, I'd say this recipe was a success! 😄

10/15/2026

As we enter the final months of 2026, Ameriprise Financial experts discuss the key forces shaping markets and the economy, including inflation, interest rates, Treasury yields and the outlook for investors.

Address

Folsom, CA

Opening Hours

Monday	8am - 5pm
Tuesday	8am - 5pm
Wednesday	8am - 5pm
Thursday	8am - 5pm
Friday	8am - 4pm

Telephone

+19163510000

Website

https://www.ameripriseadvisors.com/catherine.heath/

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