Denise Heitsman

LPL Registered Principal

Denise moved to Shasta County from San Jose CA with her husband and 2 children in the summer 1984. After a couple of years of being a financial assistant, she began her career as an LPL Financial Advisor in 1999 and has been an advisor & friend to a lot of nice folks over the past 20 yrs. In March of 2019, she joined Rubicon Advisors/LPL and relocated to Redding in the good company of a client focused, client serving group of people. Denise’s mission is to continue to assist clients in working towards their personal goals until she retires.

Denise’s clients who are most “at-home” with her are those looking for a simplified, no frills approach to investing. They want the complete advisement package to include investment savings & planning, retirement planning, estate planning services, tax planning strategies, education planning, with an emphasis on risk-planning and preparedness and a shortage of complication. Denise also enjoys taking the extra time to teach those who are interested in learning more about investing - especially young people.

Education & Certifications:

  • CA License #0C83872

For Fun

Outside of the office Denise enjoys her time with four generations of family, living within a 5-mile radius. She has three grandchildren who are an absolute joy! She also enjoys gardening, fishing, home decorating and working jigsaw puzzles. As many of her clients know, Christmas is her absolute favorite time of the year!

Phone (530) 223-5357