Broker Check

RMW Financial Group

501 S. Cherry Street, Suite 920
Denver, CO 80246

Val Hein - 720-504-4448

Val Hein, CRPC®

Val Hein, CRPC®

Wealth Advisor

Val joined Waddell & Reed as a Financial Advisor in 2006.  He assists individuals, families and businesses with financial planning, wealth management, as well as retirement, tax and estate planning.  

Val holds the designation of Chartered Retirement Planning Counselor.  He graduated from Northwest Nazarene University with a Bachelor’s degree in Business Administration with an Accounting emphasis.  Prior to becoming a Financial Advisor with Waddell & Reed, Val served as a board member of Colorado Public Radio's Professional Advisors Council.

Val qualified for the 2020 Waddell & Reed Crest Award, which is among the highest honors for financial advisors affiliated with the company.  Symbolizing performance excellence, this award is bestowed to the most productive financial advisors affiliated with the firm based on an analysis of investment, insurance and financial planning sales.  This year, 100 financial advisors qualified for the Crest Award.

The bottom line for Val is helping clients define their financial goals, and then pursuing those goals with the various resources available to him.

His hobbies include golf, tennis, hiking, snow shoeing, spending time with his family and walking his dog.

 

The Crest award is presented annually by Waddell & Reed and is based on an analysis of investment, insurance and financial planning sales generated by the advisor. Award is not based on any client experience and is not indicative of the advisor’s future performance. For more information regarding the award and year(s) received please contact the advisor. 

Waddell & Reed is not affiliated with any other entities referenced. (07/20)

CRPC Conferred by the College for Financial Planning