San Diego, California
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Heather Locus helps clients navigate divorce and other major life transitions by considering financial decisions alongside emotional, tax, and legal factors. She founded a women’s service team and leads a divorce practice group. Her work includes educating clients and writing practical guidance on preparing for life after divorce.
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- Areas of focus
- Divorce planning · Women investors · Life transitions
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- Not recorded in this profile.
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Corient
6 listed professionals
Corient is a fee-only wealth management firm serving individuals and families. Its published services combine investment management and wealth planning with wealth transfer and family office support, including tax, philanthropy, family governance, lending, and other specialized needs.
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Professional sources reviewed 2026-09-16. Location: Current official directory lists the named advisor and office. The individual biography explicitly identifies this city. Heather Locus also has Chicago in the directory’s location facets; her biography specifically places her in Itasca.. Listing does not imply participation, endorsement, or availability for new clients.
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