About Heckman Financial & Insurance Services, Inc.
Our Mission is to help you enjoy, protect and grow your wealth without taking unnecessary risk.
From full service financial planning to just helping you find the right product, we are here to help you reach your financial dreams. We have Three Unique Processes: Wealth Accumulation for Families, Senior Focus, and Building your Business for owners of small companies. Our #1 job is to protect our clients from going backwards in their portfolio. Once we have done that, then we can move forward. Contact us today for more information! (408) 297-9800
TEAM HFIS:
Eric Heckman, CFP®, ChFC, CLU
Eric is the primary planner and oversees the firm. His specialty is creating simple solutions to complex financial problems. He came into the financial services business after finishing his Finance Degree at Santa Clara University in 1992. In 1998, Heckman Financial & Insurance Services became a Registered Investment Advisor, allowing the company to offer full service, fee-based financial planning. Utilizing a unique process has allowed our clients to easily understand their financial situation and to see how to improve it.
Mr. Heckman is active in the community and serves on the Boards of the SCC Boy Scouts and the Horace Mann Foundation. He is a member of the Rotary Club and the Masons. He lives downtown with his wife, Anna, and three young boys, Owen, Ethan & Aidan. Please reach Eric at the@wealthcreator.com
Kevin joined HFIS in 2007. As one of our Financial Services Associates, Kevin serves clients needs in life insurance, long term care and health insurance. With twenty years of experience in the business world, Kevin provides valuable insight and important client services utilizing HFIS’ Circle of Wealth process. Kevin attended San Jose State University. Active in the local community, Kevin was a member of the Cupertino Chamber of Commerce and served on its board. He has also donated to and volunteered for charities and localschools. Please reach Kevin at Kevin@wealthcreator.com
Jennine joined the HFIS Team in 2005 with over 18 years of experience in the Customer Service and Administrative fields. As our Director of Client Relations, Jennine manages Eric’s calendar, schedules client reviews when needed, and coordinates educational workshops and events. For a list of upcoming events and workshops, or to schedule an appointment with Eric, please contact her at: Jennine@WealthCreator.com or 408-509-5288 (Direct line). She enjoys spending her free time with her family outdoors, or donating her time at her children’s schools.
The newest staff member is Karen Bruce. She has been in the insurance industry since 1991. She has worked in brokerages specializing in auto, home and umbrella insurance. Karen has attended the Safeco agent school in Seattle , WA , earning the Distinguished Achievement Award. CA Insurance Lic#0B06969
Investments products and services available only to residents of: California (CA), Colorado (CO), Missouri (MO) Eric Heckman is licensed to sell insurance products in the following states of: Arizona (AZ), California (CA), Colorado (CO), Florida (FL), Missouri (MO), Oregon (OR). Eric Heckman is a Registered Representative offering securities through The O.N. Equity Sales Company, Member FINRA/SIPC One Financial Way Cincinnati, OH 45242 513.794.6794. Investment Advisory Services offered through H.F.I.S., Inc., a Registered Investment Advisor which is not affiliated with The O.N. Equity Sales Company.
A broker/dealer, investment advisor, Broker/Dealer agent or Investment Advisor Representative may only transact business in a particular state after licensure or satisfying qualifications requirements of that state, or only if they are excluded or exempted from the state’s broker/dealer, investment advisor, or Broker/Dealer agent or Investment Advisor Representative requirements, as the case may be; and follow-up, individualized responses to consumers in a particular state by broker/dealer, investment adviser, Broker/Dealer agent or Investment Advisor Representative that involve either the effecting or attempting to effect transactions in securities or the rendering of personalized investment advice for compensation, as the case may be, shall not be made without first complying with the state’s broker/dealer, investment advisor, Broker/Dealer agent or Investment Advisor Representative requirements, or pursuant to an applicable state exemption or exclusion. HFIS, Inc. CA Insurance Lic. 0E89971, Eric Heckman CA Insurance Lic. 0A95364, Kevin McClelland CA Insurance Lic. 0F56616