James A. Heisler, CFP®, CASL™, CDFA™
President
Family Wealth Services, LLC
3219 Stanwood Street
Philadelphia, PA 19136
215-332-4968
215-332-4969 (fax)
e-mail address: jim@familywealthservices.net
website: www.familywealthservices.net

Jim Heisler is a registered representative and investment advisor representative with Cambridge Investment Research, Inc. and Cambridge Investment Research Advisors, Inc.  A Broker/Dealer, Member NASD/SIPC and Registered Investment Advisor. Family Wealth Services, LLC and Cambridge are not affiliated.  

Mr. Heisler is a CERTIFIED FINANCIAL PLANNER™ professional, Chartered Advisor for Senior Living™ (CASL™), and Certified Divorce Financial Analyst™. He earned Master of Business Administration and Bachelor of Science degrees in Finance from LaSalle University. He is a member of the Financial Planning Association and the local Philadelphia area chapter in addition to the Philadelphia Bar Association (associate member).

Mr. Heisler has many years of experience, having worked most recently for the Vanguard Group, Inc. in a variety of planning and management positions. Some of his prior experience included business valuations and corporate financial analysis. Mr. Heisler is a Life Transition Financial Strategist and his practice specializes in working with clients preparing for retirement, contemplating divorce or who recently lost a spouse. These life stages are can be very stressful for clients, but Mr. Heisler’s extensive training and experience help make the transition easier to manage. Mr. Heisler provides clients with a diverse suite of services such as budgeting/cash flow analysis, tax preparation, investment management and estate & insurance planning.