01/02/2026
Meet Heidi Wilson, CFP®, CDFA®, SE-AWMA™ , and Wealth Advisor at SteelPeak.
With nearly two decades of experience in financial planning, Heidi brings both expertise and heart to every client relationship.
Heidi holds advanced designations as a Certified Divorce Financial Analyst® and a Sports & Entertainment Accredited Wealth Management Advisor™, making her uniquely qualified to guide clients through complex transitions with clarity and care.
She’s especially passionate about financial education, and recently presented to the Sun City Investment Club, where she helped seniors understand the ins and outs of options trading and covered calls with confidence.
She helps clients with:�
✅ Divorce financial planning & post-divorce transitions
✅ Retirement income and legacy planning�
✅ Supporting entertainers, athletes & creatives with wealth strategies�
✅ Empowering women new to financial decision-making
When she’s not working with clients, Heidi’s diving into her next DIY home project, sharing snippets on Instagram, or exploring creative ways to turn big visions into reality, whether in life, finance, or design.
If you're ready to take control of your finances with someone who makes the process feel personal, clear, and empowering, Heidi is here to help.
📲 Book a discovery call today (link in bio).
