Heidi Benavidez : Fall 2025 Presenter
Image
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.
