Heather Hooper, AIF®

Heather Hooper, AIF®

Chief Retirement Officer & Plan Advisor

A career retirement planning executive, Heather has over 20 years of multi-faceted retirement plan expertise (employer/employee, recordkeeping/administration, advisory, HR, board). She is passionate about being a fiduciary, about the education process and relating it back to the different phases of life from being a new saver, all the way through transitioning into and through the various stages of retirement. She serves as a Member of the RWG/PHC Investment Committee and on the Advisory Panel for TD Ameritrade’s retirement plan offering. Additionally, she was appointed in June 2013, by Governor Edmund G. Brown, Jr. as a Member of the Board of the California Secure Choice Retirement Savings/Cal Savers Investment Program where she still serves today. Heather was a Philosophy major at Fort Lewis College in Durango, Colorado.

More about Heather:

  1. In a former life I was…coffee. Full of energy, bold and driven to make people happy. In reality, I worked in human resources and the legal field!
  2. On the weekends you’ll find me…doing more of what I do before and after work. Smiling, spending time with my family, friends and animals, running on trails, doing obstacle course races, researching various topics like a nerd and cooking and eating all the food.
  3. Wellness for me is…an immersive experience led by attitude. It’s about mind, body and spirit - generosity and healthy surroundings that help you be your best with a balanced support system to ease life’s transitions.
  4. Retirement looks like…living with purpose. More smiling, continuing to make an impact on the world at large, making new connections, feeling healthy and strong and focusing my time and energy on the people and things I love the most.
  5. My heroes are…my parents. My dad who has no filters with his course corrections and has taught me tenacity, fire and to just go for it. My mom who graced me with her sensitivity, empathy and kindness. I’m humbled by each of them, how they lead by example, what they have accomplished separately and together, how they give back and their unwavering love and support.