Connor Heine, CFP, CPFA - UBS Financial Services Inc.

Connor Heine, CFP, CPFA is a distinguished financial consultant based in the heart of Midtown Manhattan, serving clients through UBS Financial Services Inc. With a commitment to professionalism and expertise, Connor provides tailored financial guidance to individuals and businesses seeking strategic wealth management solutions. His practice is rooted in a deep understanding of financial planning, ensuring clients receive informed and personalized advice.

Located at 1285 6th Ave, 15th, 16th, 17th, & 18th Floors, in New York, NY, Connor’s office is situated in one of the city’s most dynamic financial hubs. This prime location underscores his dedication to accessibility and convenience for clients navigating the complexities of financial planning. The address reflects a professional environment designed to foster trust and collaboration.

As a Certified Financial Planner (CFP) and Certified Plan Fiduciary Advisor (CPFA), Connor Heine brings a high level of credentialed expertise to his role. His qualifications demonstrate a rigorous adherence to industry standards, ensuring clients benefit from ethical and well-informed financial strategies. These designations highlight his commitment to continuous professional development and client-centered service.

For inquiries or to schedule a consultation, clients can reach Connor Heine at +1 212-713-6128. His practice at UBS Financial Services Inc. is built on a foundation of integrity, transparency, and a client-first approach, making him a trusted partner in achieving financial goals. Whether addressing retirement planning, investment strategies, or fiduciary responsibilities, Connor’s expertise is a valuable resource in the financial landscape of New York City.