AeroLeads people directory · profile
Joe Hefflinger, Jd, Cfp®, Cap® Email & Phone Number
Principal and Investment Advisor
at
Lutz
1 work email found
@lutz.us
3 phones found area 402
LinkedIn matched
✓ Verified May 2026
4 data sources
Profile completeness 100%
Current company
Role
Principal and Investment Advisor
Location
Omaha Metropolitan Area, United States, United States
Company size
Who is Joe Hefflinger, Jd, Cfp®, Cap®? Overview
A concise factual answer block for searchers comparing this professional profile.
Quick answer
Joe Hefflinger, Jd, Cfp®, Cap® is listed as Principal and Investment Advisor at Lutz, a company with 434 employees, based in Omaha Metropolitan Area, United States, 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
This section adds company-level context without repeating Joe Hefflinger, Jd, Cfp®, Cap®'s masked contact details.
*@lutz.us
71% confidence
AeroLeads found 1 current-domain work email signal for Joe Hefflinger, Jd, Cfp®, Cap®. Compare company email patterns before reaching out.
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.
7 roles · 25 years
Joe Hefflinger, Jd, Cfp®, Cap® work experience
A career timeline built from the work history available for this profile.
Principal & Investment Advisor
CurrentLutz 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.
Jun 2022 - Present
Director/Manager & Investment Advisor
Financial planning and investment advisory services.
Jan 2015 - May 2022
Feb 2012 - Jan 2015
Jan 2011 - Feb 2012
Attorney
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
2001 - 2002
~1 yr
Team & coworkers
Colleagues at Lutz
Other employees you can reach at lutz.us. View company contacts for 434 employees →
JH
Jackson Hirschfeld
Colleague at LutzLincoln, Nebraska, United States, United States
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KV
Kaylee Van Handel
Colleague at LutzUnited States, United States
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NM
Nate Michl
Colleague at LutzLincoln, Nebraska, United States, United States
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MK
Misty Krieser
Colleague at LutzGrand Island, Nebraska, United States, United States
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SN
Sarah Nielsen
Colleague at LutzTreynor, Iowa, United States, United States
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RM
Rob Mendick
Colleague at LutzOmaha, Nebraska, United States, United States
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PG
Peggy Geer
Colleague at LutzOmaha, Nebraska, United States, United States
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ZJ
Zack Johnson (He/Him)
Colleague at LutzPapillion, Nebraska, United States, United States
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MS
Matthew Sherman
Colleague at LutzLincoln, Nebraska Metropolitan Area, United States
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CJ
Chris Johnson
Colleague at LutzPortland, Oregon, United States, United States
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Jackson Hirschfeld
Colleague at LutzLincoln, Nebraska, United States, United States
View →
KV
Kaylee Van Handel
Colleague at LutzUnited States, United States
View →
NM
Nate Michl
Colleague at LutzLincoln, Nebraska, United States, United States
View →
MK
Misty Krieser
Colleague at LutzGrand Island, Nebraska, United States, United States
View →
SN
Sarah Nielsen
Colleague at LutzTreynor, Iowa, United States, United States
View →
RM
Rob Mendick
Colleague at LutzOmaha, Nebraska, United States, United States
View →
PG
Peggy Geer
Colleague at LutzOmaha, Nebraska, United States, United States
View →
ZJ
Zack Johnson (He/Him)
Colleague at LutzPapillion, Nebraska, United States, United States
View →
MS
Matthew Sherman
Colleague at LutzLincoln, Nebraska Metropolitan Area, United States
View →
CJ
Chris Johnson
Colleague at LutzPortland, Oregon, United States, United States
View →
4 education records
Joe Hefflinger, Jd, Cfp®, Cap® education
Bs, Economics
Education record
Omaha Creighton Prep
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, 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 Jackson Hirschfeld, Kaylee Van Handel, Nate Michl, Misty Krieser, and Sarah Nielsen.
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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