Heather Moir-Dangler, CLU®, ChFC®, CASL®
Financial Planner
Heather Moir-Dangler, CLU, ChFC, CASL, was born in Honolulu and grew up in Hawaii, the Philippines, and Oregon. She graduated from the University of Oregon in 1983 with a bachelor’s degree in Finance.
After graduation, Heather worked for both a brokerage firm and a CPA firm. At age 23, she opened her own fitness club, where she discovered a lifelong passion for helping people achieve their personal goals. In 1990, she brought that passion back to the world of finance, finding that her ability to inspire and connect with people on both a personal and professional level made financial planning a natural fit.
Heather has always taken a holistic approach to financial planning. She believes life presents both opportunities and challenges, and that financial planning is about transforming hopes and dreams into a thoughtful, achievable plan. Through guided conversations, she helps clients clarify their goals and develop strategies to pursue them with confidence.
In her free time, Heather enjoys world travel, learning Italian with her husband, gourmet cooking, and lifelong learning. She also values spending time with older generations, listening to their life stories and gaining wisdom from their experiences.