Joe Hefflinger, Jd, Cfp®, Cap®
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Joe Hefflinger, Jd, Cfp®, Cap® Email & Phone Number

Principal and Investment Advisor at Lutz
Location: Omaha Metropolitan Area, United States 7 work roles 4 schools
1 work email found @lutz.us 3 phones found area 402 LinkedIn matched
✓ Verified July 2026 4 data sources Profile completeness 100%

Contact Signals · 1 work email · 3 phones

Work email j****@lutz.us
Direct phone (402) ***-****
LinkedIn Profile matched
3 free lookups remaining · No credit card
Current company
Lutz
Role
Principal and Investment Advisor
Location
Omaha Metropolitan Area, United States
Company size
434 employees

Who is Joe Hefflinger, Jd, Cfp®, Cap®? Overview

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Quick answer

Joe Hefflinger, Jd, Cfp®, Cap® is listed as Principal and Investment Advisor at Lutz, a with 434 employees, based in Omaha Metropolitan Area, United States. AeroLeads shows a work email signal at lutz.us, phone signal with area code 402, and a matched LinkedIn profile for Joe Hefflinger, Jd, Cfp®, Cap®.

Joe Hefflinger, Jd, Cfp®, Cap® previously worked as Principal & Investment Advisor at Lutz and Director/Manager & Investment Advisor at Lutz Financial. Joe Hefflinger, Jd, Cfp®, Cap® holds Jd, Law from Creighton University School Of Law.

Company email context

Email format at Lutz

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*@lutz.us
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AeroLeads found 1 current-domain work email signal for Joe Hefflinger, Jd, Cfp®, Cap®. Compare company email patterns before reaching out.

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Profile bio

About Joe Hefflinger, Jd, Cfp®, Cap®

A lot more is wrapped up in your financial future than just dollar signs. We get it. Our approach to investments and financial planning is disciplined, rewarding and all about you. PEOPLE - The bottom line is you. Learning what matters most to you is paramount. Our unique blend of expertise will help you make sound decisions that evolve with your needs.PROCESS - We ask hard questions and give thoughtful answers. We present strategic recommendations as simply as possible, revisit them often, and always encourage you to speak your mind.PHILOSOPHY - You work hard, which is why we refuse to play guessing games with your nest egg. Expertise, discipline and focus are the bedrocks of our approach.PEACE OF MIND - We take our fiduciary responsibility seriously. Compensation is transparent and straightforward. You'll rest easy because it's clear that we offer objective guidance and hold ourselves accountable.Business matters, family matters, the unexpected matters...trust Lutz Financial to mind what matters.

Listed skills include Investment Advisory, Financial Planning, Wealth Management, Retirement Planning, and 17 others.

Current workplace

Joe Hefflinger, Jd, Cfp®, Cap®'s current company

Company context helps verify the profile and gives searchers a useful next step.

Lutz
Lutz
Principal and Investment Advisor
Omaha, NE, US
Website
lutz.us
Employees
434
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Company profile
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7 roles · 26 years

Joe Hefflinger, Jd, Cfp®, Cap® work experience

A career timeline built from the work history available for this profile.

Principal And Investment Advisor

Lutz

Omaha, Ne, Us

Principal & Investment Advisor

Current
Lutz

Lutz Financial is a SEC Registered Investment Advisor and an affiliate of Lutz & Company P.C., a leading Midwest CPA firm. Lutz Financial utilizes a holistic approach by combining comprehensive financial planning and investment advisory services. While we believe that, in most instances, your financial future will be best served with a plan, our investment advisory services are also offered as a stand-alone service.Our firm specializes in advising an elite group of individuals… Show more Lutz Financial is a SEC Registered Investment Advisor and an affiliate of Lutz & Company P.C., a leading Midwest CPA firm. Lutz Financial utilizes a holistic approach by combining comprehensive financial planning and investment advisory services. While we believe that, in most instances, your financial future will be best served with a plan, our investment advisory services are also offered as a stand-alone service.Our firm specializes in advising an elite group of individuals, endowments, foundations and small to medium size business retirement plans. We offer professional financial counseling and investment management services. The only measure of our success is your success. As a result, changes are recommended only when we believe they are in your best interest. We recognize that fulfilling your goals today will determine how we are recommended in the future. Show less

Jun 2022 - Present

Director/Manager & Investment Advisor

Lutz Financial

Financial planning and investment advisory services.

Jan 2015 - May 2022

Financial Advisor

Silverstone Group

Financial planning, investments and insurance.

Feb 2012 - Jan 2015

Financial Advisor

Renaissance Financial

Financial planning, investments and insurance.

Jan 2011 - Feb 2012

Attorney

Koley Jessen P.C.

My law practice was concentrated in the areas of Corporate, Mergers & Acquisitions, Tax, and Business Succession Planning. I advised clients on a wide range of business matters including the structuring of buy/sell agreements and related business transition issues.

Jun 2004 - Dec 2010

Financial Analyst

Mccarthy & Co.

Investment Banking

2001 - 2002 ~1 yr
Team & coworkers

Colleagues at Lutz

Other employees you can reach at lutz.us. View company contacts for 434 employees →

SB Stormy Buckley Stormy Buckley Colleague at LutzSioux City Region, United States View → BA Bailey Armbruster Bailey Armbruster Colleague at LutzGrand Island, Nebraska, United States View → DH David Horner David Horner Colleague at LutzOmaha, Nebraska, United States View → BF Bryan Frew Bryan Frew Colleague at LutzGrand Island, Nebraska, United States View → SA Sam Addy Sam Addy Colleague at LutzOmaha, Nebraska, United States View → KL Keeley Lammers Keeley Lammers Colleague at LutzOmaha, Nebraska, United States View → TD Trevor Deboer Trevor Deboer Colleague at LutzOmaha, Nebraska, United States View → JJ Jake Jarzynka Jake Jarzynka Colleague at LutzHastings, Nebraska, United States View → MD Mark Duren Mark Duren Colleague at LutzOmaha Metropolitan Area, United States View → JC Joe Carlson, Cfp® Joe Carlson, Cfp® Colleague at LutzOmaha, Nebraska, United States View →
4 education records

Joe Hefflinger, Jd, Cfp®, Cap® education

Education record

Omaha Creighton Prep

Activities and Societies: Tennis Honors Student

Education record

Christ The King
FAQ

Frequently asked questions about Joe Hefflinger, Jd, Cfp®, Cap®

Quick answers generated from the profile data available on this page.

What company does Joe Hefflinger, Jd, Cfp®, Cap® work for?

Joe Hefflinger, Jd, Cfp®, Cap® works for Lutz.

What is Joe Hefflinger, Jd, Cfp®, Cap®'s role at Lutz?

Joe Hefflinger, Jd, Cfp®, Cap® is listed as Principal and Investment Advisor at Lutz.

What is Joe Hefflinger, Jd, Cfp®, Cap®'s email address?

AeroLeads has found 1 work email signal at @lutz.us for Joe Hefflinger, Jd, Cfp®, Cap® at Lutz.

What is Joe Hefflinger, Jd, Cfp®, Cap®'s phone number?

AeroLeads has found 3 phone signal(s) with area code 402 for Joe Hefflinger, Jd, Cfp®, Cap® at Lutz.

Where is Joe Hefflinger, Jd, Cfp®, Cap® based?

Joe Hefflinger, Jd, Cfp®, Cap® is based in Omaha Metropolitan Area, United States while working with Lutz.

What companies has Joe Hefflinger, Jd, Cfp®, Cap® worked for?

Joe Hefflinger, Jd, Cfp®, Cap® has worked for Lutz, Lutz Financial, Silverstone Group, Renaissance Financial, and Koley Jessen P.C..

Who are Joe Hefflinger, Jd, Cfp®, Cap®'s colleagues at Lutz?

Joe Hefflinger, Jd, Cfp®, Cap®'s colleagues at Lutz include Stormy Buckley, Bailey Armbruster, David Horner, Bryan Frew, and Sam Addy.

How can I contact Joe Hefflinger, Jd, Cfp®, Cap®?

You can use AeroLeads to view verified contact signals for Joe Hefflinger, Jd, Cfp®, Cap® at Lutz, including work email, phone, and LinkedIn data when available.

What schools did Joe Hefflinger, Jd, Cfp®, Cap® attend?

Joe Hefflinger, Jd, Cfp®, Cap® holds Jd, Law from Creighton University School Of Law.

What skills is Joe Hefflinger, Jd, Cfp®, Cap® known for?

Joe Hefflinger, Jd, Cfp®, Cap® is listed with skills including Investment Advisory, Financial Planning, Wealth Management, Retirement Planning, Asset Allocation, Estate Planning, Tax Planning, and College Education Planning.

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