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Heather Michelle Boone

Ehrlich Financial Group

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About Heather Michelle Boone

Heather Michelle Boone is a financial advisor with Ehrlich Financial Group. She is registered with the state of California and Texas. Heather has been in the industry for over 15 years and is dedicated to helping individuals and families achieve their financial goals. Her areas of expertise include financial planning, pension consulting, and portfolio management. Heather has a strong commitment to her clients and is always striving to provide them with the best possible service.

Firm Information

Heather Boone is currently registered with Ehrlich Financial Group. Ehrlich Financial Group is an investment advisor headquartered in LAGUNA NIGUEL, CA. The firm provides financial planning, pension consulting, and portfolio management services to high-net-worth individuals, individuals other than high-net-worth, pension and profit-sharing plans, and corporations or other businesses. The firm manages $225,832,244 in regulatory assets under management.
Ehrlich Financial Group

28202 CABOT ROAD

LAGUNA NIGUEL, CA 92677

$225.83M

Assets Under Management

Not reported

Total Clients

5

Total Financial Advisors

Services Offered

Advisors offer a broad range of advisory services designed to meet the unique needs of individuals, businesses, and investment companies. These services provide professional guidance and personalized strategies to help clients achieve their financial goals.

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financial planning services

Comprehensive financial plans to help you achieve your personal and business goals.

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pension consulting services

Guidance on pension options to ensure a secure financial future.

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selection of other advisors

Helps you choose top advisors aligned with your financial goals.

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portfolio management for individuals

Personalized portfolio management to meet individual financial objectives.

Fee Structure

Advisors may be compensated through a variety of fee structures, offering flexibility and transparency. This allows clients to choose the arrangement that best aligns with their financial objectives.

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fixed fees

Set rates for specific services, regardless of time or assets managed.

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percentage of assets

A percentage of the total value of assets under management is charged.

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Heather Boone’s Registration & Firm History

CA

05/19/2023 - Present

Ehrlich Financial Group (LAGUNA NIGUEL CA)

CA

05/27/2008 - 05/24/2023

AMERIPRISE FINANCIAL SERVICES, LLC (Laguna Niguel CA)

CA

03/15/2007 - 03/13/2008

AMERIPRISE FINANCIAL SERVICES, INC. (LOS ANGELES CA)

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Licenses & Designations

BOTH

Issued 12/20/2006

Series 66 - Uniform Combined State Law Examination

BC

Issued 10/01/2018

SIE - Securities Industry Essentials Examination

BC

Issued 03/09/2007

Series 7 - General Securities Representative Examination

State Registrations

Active

Inactive

SRO Registrations

Disclosures

There are no public disclosures for Heather Michelle Boone.
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