New York City NYC Financial Planners Wealth Advisors & Investment Advisers

Heron Wealth’s Certified financial planners & wealth advisors

david-edwards-heron-wealth — David Edwards, MBA
President and Wealth Advisor

lucas-doe-heron-wealth — Lucas Doe, MBA, CFA®
Portfolio Manager

Randy Kaufman, JD
Wealth Advisor

Chris Jennings, CFP®
Wealth Advisor

Sonia Kraus
Associate Advisor

Aubrey Walker
Client Concierge

Heron Wealth team members have decades of experience in financial planning, investment management, tax & estate planning, and hold certifications such as Certified Financial Planner (CFP) and Chartered Financial Analyst (CFA).