Ms. Heidi Sherrill Fifield, RICP is an Advising partner at MasterTech Financial Advisors, Inc., and a Registered Representative of Woodbury Financial Services, a subsidiary of Advisor Group. She is an Investment Advisor Representative with her Series 66 (Financial Law) and Series 7 (Financial Securities) Licenses, holding her to a Fiduciary standard. Ms. Fifield maintains insurance licensing in multiple states. She is actively working on obtaining her Retirement Income Certified Professional (RICP) designation and will next pursue a Divorce Certified Financial Analyst (DCFA) designation. She is a member of the Women in Defense Organization and Women in Technology, International (WITI). She volunteers regularly at the San Diego Food Bank and San Diego Rescue Mission.
Ms. Fifield’s unique blend of experience in the business world and financial markets, has led her to focus on asset protection and tax advantaged planning for her clientele. Through continuous education and networking with the top finance and legal practitioners throughout the country, Ms. Fifield and MasterTech Financial have achieved both respect and recognition.
Prior to working in the Financial Services industry, Ms. Fifield worked for over 20 years in various industries as a Financial Planning and Analysis professional. Supporting the information technology departments of well-known companies like:
- BD (formerly CareFusion) – medical devices
- Jack in the Box – fast, casual restaurants
- Booz Allen & Hamilton – government contracting
- StarKist Seafoods – food industry
She has been successful in translating business plans/needs into accounting concepts and advanced $100M budgets and forecasts development. As an early adopter of technology, she has always been an agent for process improvement and innovation.
On a personal note, Heidi enjoys time at home with her high school son Harry and their blind, Italian Greyhound Kai. She lives in beautiful Bay Park, where she grew up and still enjoys the company of many friends, some from elementary school, and family who still live in San Diego. She is an avid sailor who enjoys sharing the unique views of San Diego from the water with friends and clients alike.