Meet Our Team

 


John Czajkowski
CFP®, MS

Encinitas Office


Deb Czajkowski
CFO

Encinitas Office


Sheri Melendrez
Client Care Specialist

Phoenix Office

 

 

 

 

 

 
 

 

                                                                                                                                      

We offer an initial no cost, no obligation, personal consultation.
Call us at 623-587-6065 or email  Sheri@heritagewealthmgrs.com 
to request your complimentary evaluation.