Residence: Danville
Background: Heather Hooper is the Chief Retirement Officer and Fiduciary Plan Advisor at Retirement Wellness Group. A career retirement planning executive, Heather Hooper has more than 20 years of multi-faceted retirement plan expertise, including employer/employee matters, recordkeeping/administration, advisory, HR, and boards. She is passionate about being a fiduciary and about relating the education process back to the different phases of life, from being a new saver through transitioning into and through the various stages of retirement. Heather is a Member of the RWG/PHC Investment Committee and serves on the Advisory Panel for TD Ameritrade’s retirement plan offering. In 2013, she was appointed by Governor Edmund G. Brown, Jr. as a Member of the Board of the California Secure Choice Retirement Savings/CalSavers Investment Program, where she still serves. Heather was a Philosophy major at Fort Lewis College in Durango, Colorado.