Megan Heinsma

Registered Assistant

Born and raised in Castro Valley, Megan Heinsma is a true California native.

After graduating high school, she attended Las Positas College competing at state championships on the school’s swim team. After obtaining an Associates in Business, Megan went on to complete a Bachelor’s in Business Finance at California State, East Bay in Hayward. During this time, she interned at Capital Insight Financial Group which led to a career opportunity upon graduation.

In her internship with CIFG, Megan developed a keen interest in the financial planning aspect of the business – completing her own financial plan at age 21. Currently, she is studying to complete her CFP designation, Certified Financial Planner. Upon joining CIFG she passed her securities license exams, series 7 & 66. Megan is working hard to broaden her knowledge and skills in financial planning and continues to add value to the firm every day.

“Being part of the team at CIFG is a great experience, I get to work with wonderful clients making meaningful relationships as we assist them with their futures.”

In 2019, Megan married her high school sweetheart of 7 years. They met on the high school swim team and the rest is history. The past several summers, Megan coaches a recreational swim team in Castro Valley that she grew up being a member. She loves giving back to the community that has made such a big impact on her life. Megan enjoys traveling both local and abroad, cooking, hanging with her cat and husband, and spending time with family and friends.

She is rightfully excited to be at the beginning of an amazing career in a field which makes a meaningful difference in people’s lives being a part of the team at Capital Insight Financial Group.