Meet Our Team
Heikki Rouvinen
Financial Consultant
As a financial consultant, Heikki helps clients successfully retire on their own terms. He does so by creating custom financial plans that align clients’ goals with their financial strategies.
Heikki has more than 20 years of financial services experience, including serving as a wealth manager for UBS, where he managed money for some of the largest Scandinavian institutions. He took a break from financial services to manage his mother’s hospitality firm, Deco Catering, which became a tremendous success. When his mother retired from the business, Heikki took the opportunity to return to his first love – financial planning.
Heikki was educated in hospitality management and business in both Switzerland and the United States.