Paul Hefferon, Cfp®

Paul Hefferon, Cfp® Email and Phone Number

Senior Financial Planner @ Keen Wealth Advisors
Kansas City, MO, US
Paul Hefferon, Cfp®'s Location
Kansas City Metropolitan Area, United States
Paul Hefferon, Cfp®'s Contact Details

Paul Hefferon, Cfp® personal email

Paul Hefferon, Cfp® phone numbers

About Paul Hefferon, Cfp®

After working with hundreds of engineers over the years...we can say with confidence that our engineering clients appreciate systems and calculated risks just as much as we do.Just how engineers design a bridge or structure that stands the test of time against the elements...the same needs to be applied to your financial structure.Elements like...Market correctionsPolitical administration changesTax hikesSocial unrest...can make your financial structure crumble to the ground...if you don't have the proper foundation.So, we designed the system to fit the specific needs of an engineer who doesn't want to split test advisors.Introducing the Keen Wealth Advantage™... that is centered around one simple mission: to help clients engineer the retirement of their dreams.We start by implementing a 3-Step process:First, we evaluate your assets and liabilitiesSecond, we calculate your present and future spending habitsThird, we roadmap your retirement timing with specific outcomesEngineers are wired to process information in greater depths than the average person. We pride ourselves on providing a level of excellence and attention to detail that engineers appreciate.Additionally, we limit client capacity to help ensure we can dedicate the time and resources necessary to make a lasting impact on every client’s life.So, if you are an engineer and are looking for guidance to help you engineer your retirement plan like a well-structured skyscraper or bridge...then I invite you to leave me a note and let's see if the Keen Wealth Advantage™ is your solution to building the retirement of your dreams.While we appreciate your comments and feedback please be aware that any form of testimony from current or past clients about their experience with Keen Wealth Advisors is strictly forbidden under current securities laws. Also, we do not endorse or necessarily share the same opinions expressed by other site users. Third-party rankings and recognitions are no guarantee of future investment results and should not be construed as an endorsement of the advisor. No advice may be rendered by the company unless a client service agreement is in place. For additional disclosures please visit https://www.keenwealthadvisors.com/important-disclosures.

Paul Hefferon, Cfp®'s Current Company Details
Keen Wealth Advisors

Keen Wealth Advisors

View
Senior Financial Planner
Kansas City, MO, US
Employees:
29
Paul Hefferon, Cfp® Work Experience Details
  • Keen Wealth Advisors
    Senior Financial Planner
    Keen Wealth Advisors
    Kansas City, Mo, Us
  • Keen Wealth Advisors
    Financial Planner
    Keen Wealth Advisors Jan 2022 - Present
    Overland Park, Kansas, United States
  • Financial Avenues, Llc
    Financial Planning Associate
    Financial Avenues, Llc Aug 2020 - Dec 2021
    Leawood, Kansas, United States
  • B3 Wealth Management Group
    Associate Wealth Management Advisor
    B3 Wealth Management Group Oct 2018 - Aug 2020
    Leawood, Ks
  • Northwestern Mutual Investment Services
    Registered Representative
    Northwestern Mutual Investment Services Jan 2018 - Aug 2020
  • Swell Spark
    General Manager / Team Building Director
    Swell Spark Jan 2016 - Nov 2017
    Kansas City, Missouri Area
  • Fleet Feet, Incorporated
    Operating Partner
    Fleet Feet, Incorporated Jun 2014 - Jan 2016
    Prairie Village, Kansas
  • Lockton Companies
    Associate Account Manager
    Lockton Companies Jun 2012 - Jun 2014
    Kansas City, Missouri Area
  • Brooks Running
    Athlete - Hansons Olympic Development Program
    Brooks Running Jul 2010 - Feb 2012
    Greater Detroit Area
    - Olympic Development Team- Qualified for 2012 Olympic Marathon Trials

Paul Hefferon, Cfp® Skills

Public Speaking Leadership Customer Service Social Media Team Leadership Event Management Marketing Sales Team Building Marketing Strategy Coaching Account Management Microsoft Office Social Media Marketing Microsoft Excel Customer Relations Problem Solving Mentoring Direct Sales New Business Development Social Networking Business Development Sales Management

Paul Hefferon, Cfp® Education Details

Frequently Asked Questions about Paul Hefferon, Cfp®

What company does Paul Hefferon, Cfp® work for?

Paul Hefferon, Cfp® works for Keen Wealth Advisors

What is Paul Hefferon, Cfp®'s role at the current company?

Paul Hefferon, Cfp®'s current role is Senior Financial Planner.

What is Paul Hefferon, Cfp®'s email address?

Paul Hefferon, Cfp®'s email address is pa****@****ail.com

What is Paul Hefferon, Cfp®'s direct phone number?

Paul Hefferon, Cfp®'s direct phone number is +191322*****

What schools did Paul Hefferon, Cfp® attend?

Paul Hefferon, Cfp® attended The University Of Kansas.

What are some of Paul Hefferon, Cfp®'s interests?

Paul Hefferon, Cfp® has interest in Social Services, Children, Economic Empowerment, Civil Rights And Social Action, Education, Poverty Alleviation, Disaster And Humanitarian Relief, Human Rights, Arts And Culture.

What skills is Paul Hefferon, Cfp® known for?

Paul Hefferon, Cfp® has skills like Public Speaking, Leadership, Customer Service, Social Media, Team Leadership, Event Management, Marketing, Sales, Team Building, Marketing Strategy, Coaching, Account Management.

Who are Paul Hefferon, Cfp®'s colleagues?

Paul Hefferon, Cfp®'s colleagues are Noah Camfield, Gabrielle Gray, Nick Nguyen, Aams™, Natasha Gibbons, Gibson Shaver, Mallory Grahn, Jesse Bunse, Cfp®, Crpc®.

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