Our Team | IYS Financial - Retirement & Estate Strategies

How I Work

My reasons for becoming a financial professional are deeply personal. I repeatedly saw many friends and family struggling to find the help they needed to map out their financial future. I am confident that with my understanding of personal finance, coupled with my training as a financial professional, I can help people better prepare for the future. After years in the business, I have developed a reputation for educating individuals in an easy-to-understand manner so they can grasp personal finance and use those concepts to pursue their financial objectives. I feel a commitment to my community.

A team approach adds perspective to all I do and provides increased benefits to my clients.

Meet the Team

Heather Alyssa Viniar

Financial Advisor, Wealth Manager, Owner

(561) 345-0489

heather.viniar@ceterainvestors.com

I didn't set out to work in finance. For years, I was a bookkeeper who taught yoga and fitness classes on the side because I loved being part of my community's wellness world. But when the pandemic hit, the conversations I was having...

Kaia Viniar

Chief Financial Pawficer

As Chief Financial Pawficer, my primary qualification is an uncanny ability to make everyone feel better about their day while contributing absolutely nothing to the bottom line.I hold more certifications than most professionals: CGCA,...