Paul Hefferon, Cfp® Email and Phone Number
Paul Hefferon, Cfp® personal email
- Valid
- Valid
Paul Hefferon, Cfp® phone numbers
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.
Keen Wealth Advisors
View- Website:
- keenwealthadvisors.com
- Employees:
- 29
-
Senior Financial PlannerKeen Wealth AdvisorsKansas City, Mo, Us -
Financial PlannerKeen Wealth Advisors Jan 2022 - PresentOverland Park, Kansas, United States -
Financial Planning AssociateFinancial Avenues, Llc Aug 2020 - Dec 2021Leawood, Kansas, United States -
Associate Wealth Management AdvisorB3 Wealth Management Group Oct 2018 - Aug 2020Leawood, Ks
-
Registered RepresentativeNorthwestern Mutual Investment Services Jan 2018 - Aug 2020 -
General Manager / Team Building DirectorSwell Spark Jan 2016 - Nov 2017Kansas City, Missouri Area -
Operating PartnerFleet Feet, Incorporated Jun 2014 - Jan 2016Prairie Village, Kansas -
Associate Account ManagerLockton Companies Jun 2012 - Jun 2014Kansas City, Missouri Area -
Athlete - Hansons Olympic Development ProgramBrooks Running Jul 2010 - Feb 2012Greater Detroit Area- Olympic Development Team- Qualified for 2012 Olympic Marathon Trials
Paul Hefferon, Cfp® Skills
Paul Hefferon, Cfp® Education Details
-
Marketing
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®.
Free Chrome Extension
Find emails, phones & company data instantly
Aero Online
Your AI prospecting assistant
Select data to include:
0 records × $0.02 per record
Download 750 million emails and 100 million phone numbers
Access emails and phone numbers of over 750 million business users. Instantly download verified profiles using 20+ filters, including location, job title, company, function, and industry.
Start your free trial