Heidi Hirsh, RICP®, ChSNC®
Financial Advisor | Anthony Petsis & Associates
Introduction
Heidi Hirsh, RICP®, ChSNC®, is a financial advisor at Anthony Petsis & Associates in Newtown, Pennsylvania. With more than 30 years of experience in financial services, she specializes in retirement income planning, comprehensive financial planning, and financial strategies for families with special needs.
Heidi works closely with individuals, couples, and multigenerational families throughout Bucks County and the greater Philadelphia region to help them navigate complex financial decisions and build long‑term financial security. Her approach focuses on thoughtful planning, disciplined investment strategies, and helping clients align their financial decisions with the life they want to live.
As part of the advisory team at Anthony Petsis & Associates, Heidi helps clients develop personalized financial plans that integrate retirement planning, investment management, tax‑efficient strategies, and legacy planning.
Areas of Expertise
- Retirement income planning
- Financial planning for families with special needs
- Multigenerational wealth planning
- Comprehensive financial planning
- Investment strategy and portfolio management
- Retirement transition planning
- Financial planning for women approaching retirement
Credentials and Professional Background
- Retirement Income Certified Professional (RICP®)
- Chartered Special Needs Consultant (ChSNC®)
Securities Licenses:
• FINRA Series 7
• FINRA Series 24
• FINRA Series 63
• FINRA Series 65
Heidi began her career in financial services more than three decades ago and has developed deep experience working with families navigating retirement planning, long‑term financial strategies, and special needs planning.
Industry Recognition
Heidi Hirsh was recognized as an InvestmentNews 5‑Star Financial Planner, a national distinction awarded to financial advisors who demonstrate excellence in client service, professional expertise, and industry leadership.
The recognition reflects the collaborative strength of the advisory team at Anthony Petsis & Associates and the firm’s commitment to delivering high‑quality financial planning for clients throughout the region.
Serving Clients Across Bucks County and the Philadelphia Region
Heidi works with clients throughout:
- Newtown, Pennsylvania
- Bucks County
- The Philadelphia metropolitan area
Her clients include retirees, professionals, business owners, and families seeking comprehensive financial planning and retirement income strategies.
Schedule a Conversation
📍 Newtown, Pennsylvania
🌐 www.apetsis.com
📞 215-968-6638
The 5-Star Financial Planner recognition is based on a nationwide survey, conducted by Investment News, between November 18 and December 13, 2024, to recognize outstanding financial planners in America. The survey sought nominations for financial professionals who exemplify excellence, integrity, and dedication in helping clients achieve their financial goals. Participants were asked to provide detailed information on nominees, including professional credentials, areas of expertise, and significant achievements. Nominations required confirmation from the nominee's compliance team to ensure authenticity and adherence to ethical standards. The IN team conducted an objective evaluation of each entry, assessing the detailed information provided. This evaluation also involved benchmarking against other submissions to determine the winners. There is no fee to nominate. The award is not indicative of the advisor's future performance.
Third-party awards, rankings, and recognitions are no guarantee of future investment success and do not ensure that a client or prospective client will experience a higher level of performance or results. These ratings should not be construed as an endorsement of the advisor by any client nor are they representative of any one client's evaluation.