heather barniak, CFP®
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CERTIFIED FINANCIAL PLANNER ™ PROFESSIONAL
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​[email protected]​
585.475.8414
585.292.1569 (fax)
PROFESSIONAL EXPERIENCE |

A Financial Advisor at Mapstone | Veritas since 2018. Prior to joining the firm Heather started her career in the investment and financial services industry in 2012. She worked in the Retirement Benefits Group focusing on retirement planning for non profit organizations and their employees.  Heather obtained the Certified Financial Planner-CFP® professional designation in 2021.  

EDUCATION |
  • ​2012 graduate Alfred State University, B.S. Financial Planning
  • 2021 obtained the CFP® CERTIFIED FINANCIAL PLANNER™ professional certification​
  • Life, Accident, and Health Insurance license in the State of New York
  • Series 7 and 66 registrations
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PLACES TO VISIT
-​Colorado- At least once a year I will travel to the state of Colorado to visit friends, while enjoying outdoor activities and the beautiful landscape.
 
Buffalo, NY- My family is from Buffalo, and it is my home away from home.  Go Bills!

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THINGS TO DO
-​In my spare time I enjoy travelling, spending time with my family and friends, seeing live music and participating in many outdoor activities like hiking and kayaking.  
QUOTE 
-“Be the change that you wish to see in the world.”
― Mahatma Gandhi
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FUN FACT
-​I am Polish and am a very good at making pierogies from scratch.
Certified Financial Planner Board of Standards Inc. owns the certification marks CFP®, CERTIFIED FINANCIAL PLANNER™, CFP® (with plaque design) and CFP® (with flame design) in the U.S., which it awards to individuals who successfully complete CFP Board's initial and ongoing certification requirements.

MAPSTONE | VERITAS Financial Group is not owned or operated by Equitable Advisors, LLC or its affiliates.

ADVICE | EXPERIENCE | RESULTS | SINCE 1970

Duly registered and licensed financial professionals offer securities through Equitable Advisors, LLC (NY, NY 212-314-4600), member FINRA, SIPC (Equitable Financial Advisors in MI & TN), offer investment advisory products and services through Equitable Advisors, LLC, an SEC-registered investment advisor, and offer annuity and insurance products through Equitable Network, LLC (Equitable Network Insurance Agency of California, LLC in CA; Equitable Network Insurance Agency of Utah, LLC in UT; Equitable Network of Puerto Rico, Inc.).  Financial Professionals may solicit and transact business and/or respond to inquiries only in state(s) in which they are properly qualified.  The information in this website is not investment or securities advice and does not constitute an offer. For more information about Equitable Advisors, LLC you may visit https://equitable.com/crs to review the firm’s Relationship Summary for Retail Investors and General Conflicts of Interest Disclosure. Important Information & Disclosures:  PLEASE SEE ATTACHED 

Mapstone | Veritas Financial Group is recognized by Equitable Advisors as a Platinum Paramount Planning Group firm of the Elite Advisor Group, based on their members achieving a certain sales production level among all firms within our organization.  Elite Advisor Group (EAG) is an internal recognition program of Equitable Advisors, LLC.
​Mapstone | Veritas Financial Group (“MV”) is not a registered investment advisor and is not owned or operated by Equitable Advisors or Equitable Network.
PPG-7247326.1 (11/24) (Exp. 12/28)



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