Robert M. Heaton, CPA/PFS, CFP®
Certified Public Accountant
Bob@CedarValleyWealth.com
Ph. (319) 266-6507 Ext. 101
Bob has been a certified public accountant since 1975 and a Certified Financial Planner™ since 1987. He was a partner in the certified public accounting firm, Heaton Adams and Company, PC for 28 years. On July 1, 2014, he formed Cedar Valley Tax and Accounting, LLC where serves as managing member.
Bob is a member of the American Institute of Certified Public Accountants and the Iowa Society of CPAs. In 1995 Bob received the Public Service Award from the Iowa Society of CPAs.
He is licensed as a CPA with Iowa, Oklahoma and Arizona.
Bob has served as president of the Waterloo Chamber of Commerce; was co-founder of both Cedar Valley Hospice and Silos and Smokestacks; served as elder of Westminster Presbyterian Church; served a term on the Waterloo Community Schools Board of Directors; and chaired the Waterloo Airport Commission. He is a graduate of Iowa State University.
