Wealth Advisor

Heather Margolin, CFP®, AAMS® is a Wealth Advisor at Clariti Wealth Advisors. She helps clients with all aspects of financial plan preparation, ongoing plan management, and investment reviews.

She joined Clariti in 2017 as a Paraplanner, working with senior advisors on the preparation of financial plans, research, and other projects to accumulate the experience required for certification while completing her coursework and studying for the CFP® exam. Prior to joining Clariti, Heather was an adjunct instructor at Delaware Technical Community College, where she taught courses in personal finance, entrepreneurship, and the Microsoft Office suite.

Heather graduated with honors from the University of Delaware, where she earned a Bachelor of Science in Business Administration and a minor in Economics.

In her free time, she volunteers with her congregation as a member of the endowment committee and treasurer of the women’s group and served as a co-chair of a legacy giving program. She also enjoys baking, playing the bagpipes, and participating in group fitness classes.