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 Ericson CFP®, Investment Adviser Representative
Roger Gainer North Bay Investment Adviser Representative
Kevin McClelland Investment Adviser Representative
Jennine Webster Director of Operations and Events
Leila Jace Account Specialist
Kassandra Koh Enrolled Agent, Advisor Assistant
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