Blake Thibault Email & Phone Number

Walnut Creek, California, United States

San Francisco, Ca

Blake Thibault serves as a member of the Heffernan Financial Services Investment Policy Committee and has direct relationship responsibility for a number of the Firm's clients. At Heffernan, Mr. Thibault holds responsibility for assisting our corporate clients with plan and vendor evaluations, contract negotiations, implementation initiatives, investment selection and monitoring, comprehensive plan reviews and education strategies for plan sponsor and participants. In 2007, Mr. Thibault was recognized by Institutional Magazine as one of the top twenty Retirement Plan Advisors Rising Stars*. In January of 2008, along with John Prichard, Sr., Mr. Thibault was recognized as one of the top five plan advisor teams of the year** nationally by PlanSponsor magazine. Mr. Thibault holds a Bachelor of Arts degree in Public Administration from San Diego State University and holds a Series 7, Series 66 and Series 33 registrations with LPL Financial and is an Accredited Investment Fiduciary designee.Blake Thibault is a registered representative with, and securities and advisory services offered through LPL Financial, a Registered Investment Advisor, Member FINRA/SIPC.For hyperlinks to FINRA and SIPC, please refer to ‘See Contact Info’ section above.Third party posts found on this profile do not reflect the views of LPL Financial, and have not been reviewed by LPL Financial as to accuracy or completeness. For a list of states in which I am/we are registered to do business, please visit www.heffgroupfs.com.*Nominated by industry peers and selected based on attributes including credentials, experience and a career consistency indicative of future industry leadership potential.**Nominated by industry professionals and selected based on quantitative evaluation of service levels and feedback from plan sponsor clients.

Previous to Heffernan, Mr. Thibault was associated with Morgan Stanley as a Wealth Advisor and Retirement Plan Specialist. At Morgan Stanley, Mr. Thibault advised individuals, corporations and nonprofit organizations.