Joshua Heiden CFP®

Financial Advisor - San Antonio

Joshua is a CERTIFIED FINANCIAL PLANNER and currently holds FINRA series 7 and 66 licenses along with the Group 1 license.  After high school, Joshua attended the University of Texas at Rio Grande Valley and obtained his bachelors in Business Administration Specializing in Finance. Upon graduating he attended Texas Tech University to obtain his Master’s in financial planning. Prior to joining NVC Wealth Management Joshua worked as a USAA Wealth Manager helping families plan for their financial future.

Financial planning has always been a passion for Joshua, as he leverages NVC tools and resources to help his clients plan, build, protect, and manage their financial security.  Joshua works alongside his clients, developing long term relationships via the financial planning process. When Joshua is not working he is outdoors playing sports, volunteering at his church, and loves spending time with his wife and son.