What does financial success look like to you?
Being able to live my life on my terms, knowing I have enough money and good health to live life to the fullest, and help my kids out if they need it.
What is your favorite part about your role?
Getting to know and chat with our clients.
What three items would you take to a desert island?
My iPad, peanut butter, and my husband!
How do you like your coffee?
I love cappuccinos and lattes. I make them at home with oatmilk. So good.
Bio
Heather Searl is an Investment Advisor Representative with Lincoln Financial Advisors Corporation. She works with her clients to help them achieve financial independence. Heather and her team take a holistic, personalized approach to create a uniquely tailored solution for each client. Her objective is to build long-term relationships with her clients and have a positive impact on their lives.
Heather joined the Oakwood Wealth Partners team in March 2010. Previously, she provided Practice Management and Customer Service Support to our clients for 12 years. Before joining Oakwood Wealth Partners, she worked for IBM in various administrative and marketing positions, such as Sales & Admin Liaison, Customer & Account Support, and Manager of Maintenance Account Services. Heather graduated from the University of Waterloo (Canada) with a Bachelor of Science Degree. She has achieved the Chartered Retirement Planning Counselor (CRPC®) designation from the College for Financial Planning.
Heather lives in Laguna Niguel, with her husband John. They have three grown children and one brand-new granddaughter. Heather’s hobbies include cooking, reading, and spending time with her family and friends.