Denver Tech Center, Colorado

David Heinz

CFP®
Vice President, Wealth Advisor
Education &
Certifications

CERTIFIED FINANCIAL PLANNER™

Duke University, B.S.

About David
In 1995, Dave established Rampart Wealth Advisors, which joined EP Wealth Advisors in 2018. His firm focused on developing and implementing long-term financial strategies for high-net-worth clients, which remains his focus today. Dave earned his bachelor’s degree from Duke University in 1974 and spent the first 21 years of his career in corporate America (primarily with AT&T). Dave completed his Certified Financial Planning™ education with the College of Financial Planning in 1998 and obtained his Certified Financial Planner™ designation the same year.
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