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Heather Liston

Heather Liston, CFP®, EA

San Francisco,CA
  • 4.8 / 5
  • 121 Professionals Trained

Nominated for the following myCPE Awards

myCPE - Top Financial Planning Educator of the Year 2021!
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myCPE - Top Retirement Planning Educator of the Year 2021!
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Voting Closes On - July 14

Winner Announcements - July 31

About Speaker

Heather is a Certified Financial Planner (CFP®) specializing in resource planning for all of life, with special attention to retirement preparation and the combining and managing of assets in new or changing relationships. She also holds the IRS’s Enrolled Agent credential, as evidence of her expertise in income tax planning. Heather loves helping individuals, couples, and small businesses meet their long-term goals while also enjoying their assets and opportunities in the present.

She did her undergraduate work in liberal arts at Princeton University and earned a Masters in Accounting at the New York University Graduate School of Business Administration and a Certificate in Personal Financial Planning from the University of California at Berkeley.

Heather’s volunteer work includes positions as Board Treasurer for the Marin Shakespeare Company and Programs Co-Chair for San Francisco Financial Planning Day, and she’s a Sierra Club Leader and a long-time Fund Drive Supervisor for KQED Radio.

She is available for a single consultation, an ongoing advisory relationship, and/or creation and monitoring of a comprehensive plan. She does not manage investments or sell products, although she can refer you to appropriate people who do.

There are no Webinars available in Section.

Loss Aversion: How Does it Affect Your Investment Strategy?
$10
Loss Aversion: How Does it Affect Your Investment Strategy?
  • Accountant
  • CPA/ABV
  • CPA (CA)
  • CFP (US)
  • CGFM
  • CMA
Register
  • 4.4
  • (5)
How to be a Sophisticated Consumer; Not a Myopic Consumer
$10
How to be a Sophisticated Consumer; Not a Myopic Consumer
  • Accountant
  • CPA/ABV
  • CPA (CA)
  • CGFM
  • CMA
  • CPA (US)
Register
  • 4.8
  • (10)
Buy Low. Sell High. Why is it so Difficult?
$10
Buy Low. Sell High. Why is it so Difficult?
  • Accountant
  • CPA/ABV
  • CPA (CA)
  • CFP (US)
  • CGFM
  • CMA
Register
  • 4.6
  • (12)
Marriage and Financial Planning
$10
Marriage and Financial Planning
  • Accountant
  • CPA/ABV
  • CFP (US)
  • CGFM
  • CMA
  • CPA (US)
Register
  • 4.4
  • (12)
Social Security: Current Strategies
$10
Social Security: Current Strategies
  • Accountant
  • CPA/ABV
  • CGFM
  • CPA (US)
  • CVA
  • CFA
Register
  • 4.6
  • (5)

4.8

  • 4.8

(38) Ratings

Excellent

30

Very Good

8

Average

0

Poor

0

Terrible

0

YJ

Yan Ji, CPA (US)

Jun 22nd 2022

good course.

SS

Susan Schreiner, CPA (US)

Jun 12th 2022

Excellent presenter and presentation. Well paced, good info, good examples. One of the best seminars I have seen here.

JD

JoAnn Dilley, CPA (US)

May 20th 2022

Excellent presentation on the psychology of investing and how people react to losses. Good information on risk tolerance and missed opportunities based on risk aversion

MK

MOHAMED KERMALI, CPA (US)

May 2nd 2022

I would recommend this program to my Colleagues

KV

Katherine Varraveto, CPA (US)

Apr 30th 2022

Thank you for a great presentation!

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