Meet the professionals who can help you manage the many pieces of

your financial life.

The team at Heckman Financial & Insurance Services, Inc. is ready to help you pursue your long-term financial goals.

eric

Eric Heckman

CFP®, ChFC, CLU, CRTP, President

Eric is a well-known speaker and author in the San Jose community. For over 25 years, he has been the president of Heckman Financial & Insurance Services, Inc., a firm that provides objective and comprehensive advice to his clients by helping them to create strategies to preserve their assets, increase income and potentially reduce taxes.

Eric is the founder of the Financial Knowledge Institute, a 501(c)3 nonprofit organization, and is the author of “Worry Less Wealth.” A longtime San Jose resident, he serves on the board of the Rotary Club of San Jose Foundation, is active in the San Jose Downtown Association and is a Boy Scout leader.

Eric has been married to Anna since college graduation, and they have three boys. Eric and Anna have been remodeling their 1937 Cape Cod-style house in downtown’s Naglee Park in between all of their children’s activities.

CA Insurance License #0A95364

bob

Bob Ericson CFP®, Investment Adviser Representative

roger

Roger Gainer North Bay Investment Adviser Representative

kevin

Kevin McClelland Investment Adviser Representative

Jennine

Jennine Pippin Director of Client Relations

Leila

Leila Jace Operations Manager

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The Next Step?

For more information about any of the products and services listed here, schedule a meeting today or register to attend a seminar.

Or give us a call or text at 408-297-9800