Ridge Financial Planning

Ridge Financial Planning About Ridge Financial Planning

Heidi Elick, has been in the financial industry for over 24 years and owns Ridge Financial Planning in Paradise, CA.

Her integrity, competency, professional training, experience and skills are exemplary and those alone make her a stand out in the profession. But what makes Heidi truly stand apart is her commitment to her clients. Heidi works closely with each client to understand their financial goals. Her certification as a Behavioral Financial Advisor means she can guide her clients through the often-emotional

issues related to money and investing while helping them develop clear and practical goals for the future. She helps her clients identify their comfort with risk as well as personal characteristics which might affect their financial decision making and investment strategies. CA Insurance Lic Securities offered through Cambridge Investment Research, Inc., a Broker/Dealer member FINRA/SIPC. Advisory Services offered through Cooper McManus, a SEC Registered Investment Advisory Firm. Ridge Financial Planning, Cambridge Investment Research and Cooper McManus are separate companies. Please view our website for disclosures: www.ridgefinancialplanning.com

Content provided via links to third party sites should not be considered an endorsement of third party content. We make no representation as to the completeness or accuracy of information provided at these websites.

Finding the proper insurance for your condo means knowing what is covered by the association’s insurance.
09/02/2026

Finding the proper insurance for your condo means knowing what is covered by the association’s insurance.

Important items to consider when purchasing condo insurance.

Are your passwords easy to crack or difficult to decipher? Test your knowledge.
08/31/2026

Are your passwords easy to crack or difficult to decipher? Test your knowledge.

Simple steps may help you foil hackers and protect your privacy.

08/28/2026

How much do you know about stocks?

Protect yourself from identity theft.
08/26/2026

Protect yourself from identity theft.

Having your identity stolen may result in financial loss plus the cost of trying to restore your good name.

The question everyone has: Will Social Security be around for you? Read this.
08/24/2026

The question everyone has: Will Social Security be around for you? Read this.

08/22/2026

Do you need to enroll in Medicare Part D? Read this article to learn more about whether you need this coverage

08/22/2026

For some, the idea of establishing a retirement strategy evokes worries about complicated reporting and administration.

Take an inside look into Simplified Employee Pension plans.
08/21/2026

Take an inside look into Simplified Employee Pension plans.

For some, the idea of establishing a retirement strategy evokes worries about complicated reporting and administration.

Rebalancing = restoring a portfolio to its original risk profile. Are you feeling a little off balance?
08/19/2026

Rebalancing = restoring a portfolio to its original risk profile. Are you feeling a little off balance?

Over time, different investments' performances can shift a portfolio’s intent and risk profile. Rebalancing may be critical.

Prescription coverage is handled under Medicare Part D. Unsure if you need this coverage? Read on to learn more:
08/17/2026

Prescription coverage is handled under Medicare Part D. Unsure if you need this coverage? Read on to learn more:

Do you need to enroll in Medicare Part D? Read this article to learn more about whether you need this coverage

Address

6779 Skyway
Ste. A, CA
95969

Opening Hours

Monday 10am - 4pm

Telephone

+15307627211

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