Heidi Benavidez : Fall 2025 Presenter

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Heidi Benavidez CFA

Heidi Benavidez, CFA has been a wealth management professional for over 20 years. She spent time at BNY Mellon Wealth Management as a Sr. Wealth Manager, before co-founding a multi-family office and advisory business, Pacific Edge Advisors.  She now represents PWealth Management Professional.  Heidi has spent her career dedicated to building close relationships with clients and being a loyal and trusted advisor.