American Wealth Management Wealth Advisor Talks Money, Motherhood, and the Psychology Behind Financial Decisions
We’re proud to share that Heidi Foster, CFP®, Vice President and Wealth Advisor at American Wealth Management, is the featured guest on Episode 29 of the What She Does podcast. In the episode, “Building Financial Confidence: Wealth Advisor Heidi Foster on the Path and Practice,” Heidi sits down with hosts Liane and Annie for a candid conversation about wealth, psychology, working motherhood, and what it really takes to help people find financial peace.
Building Financial Confidence: Wealth Advisor Heidi Foster on the Path and Practice
With more than 30 years of experience managing investments for individuals, families, and charities, Heidi has sat across from clients at some of the most financially fraught moments of their lives — divorces, inheritances, retirements, new babies, and market downturns. Her perspective, shaped by three decades in the industry: money is rarely the real problem. As she explains in the episode, most people’s relationship with money was already shaped by the time they were eight years old — long before they had any say in it. Heidi has built her career on the idea that financial guidance is, at its core, a form of healing.
The episode is a fitting home for that message. What She Does is a careers-focused podcast that profiles women in unexpected or lesser-understood jobs, giving listeners a real look at what the work actually involves day to day. Heidi’s conversation with Liane and Annie fits squarely into that mission: an honest, unpolished look at what it means to build a career around other people’s money — and their anxieties about it.
In This Episode
- Why the goal isn’t just growing a portfolio — it’s helping clients sleep at night
- The food analogy Heidi keeps coming back to — and why it captures financial planning so well
- What a week in the life of a wealth advisor really looks like — part spreadsheets, part couples therapy
- The personal story behind why Heidi chose finance: her grandmother’s independence, her mother’s struggle, and a chance internship at Morgan Stanley
- How she navigated raising three kids across her entire career, balancing motherhood with a demanding client base
- Her advice for career-changers considering wealth management — and why doctors and athletes make natural fits for the profession
- The childhood book that, to this day, explains everything she does
About Heidi Foster
Heidi brings more than 30 years of experience managing investments for individuals, families, and charities, building diversified portfolios aimed at long-term financial goals. Before joining American Wealth Management, she advised high-net-worth families as Vice President and Senior Investment Manager in the private banks of two major financial institutions, where she developed and implemented sophisticated investment strategies. She is a FINRA registered representative.
Heidi earned her BS in Business Administration with an emphasis in finance from the University of Southern California, where she was honored with the Order of the Laurel — USC’s top distinction for graduating seniors who demonstrate outstanding leadership and scholarship. She went on to complete her MBA at the University of Nevada, Reno. In 2010, she was recognized by the Reno Gazette Journal and the Reno Tahoe Young Professionals Network with a Twenty Under 40 award, honoring exceptional young leaders in the community.
The mother of three, Heidi is active in her community, belongs to several professional organizations, and volunteers with a number of local charities. It’s that same blend of professional rigor and personal warmth that comes through in her podcast conversation — and the same combination clients say they value most when working with her.
Read Heidi’s full bio: Heidi Foster Certified Financial Planner, CFP®, Wealth Advisor & Investment Manager
Listen to the Episode
Read the full episode write-up: What She Does Podcast, Episode 29
Listen on Apple Podcasts: Apple Podcasts
Listen on Spotify: Spotify
Or find it on your favorite platform: pod.link/1859819927
Ready to Talk Through Your Own Financial Picture?
Heidi and the team at American Wealth Management offer a free, no-obligation 1-hour consultation to help you see whether working together is the right fit. Whether you’re planning for retirement, navigating a life transition like a divorce or inheritance, or simply want a second set of eyes on your finances, it’s a low-pressure way to start the conversation. There’s no sales pitch and no obligation — just an honest conversation about where you stand and where you’d like to go.
Schedule a free consultation with Heidi: financialhealth.com/contact
For more information regarding your financial professional designation(s), click here.
Investment advice offered through American Wealth Management (“AWM”), a SEC- registered investment adviser. Certain personnel of AWM may also be registered representatives of M.S. Howells & Co. (“MSH”), Member FINRA/SIPC, a registered broker-dealer, and therefore, may offer securities through MSH. AWM and MSH are not affiliated entities. M.S Howells does not provide tax or legal advice. Please consult your legal or tax advisor regarding your individual situation.