Tom Heuer, Cfa
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Tom Heuer, Cfa Email & Phone Number

Institutional Fiduciary Investment Advisor & Benefits Consultant at NFP
Location: Huntington Beach, California, United States 4 work roles 2 schools
1 work email found @nfp.com 1 phone found area 619 LinkedIn matched
✓ Verified May 2026 4 data sources Profile completeness 100%

Contact Signals · 1 work email · 1 phone

Work email t****@nfp.com
Direct phone (619) ***-****
LinkedIn Profile matched
3 free lookups remaining · No credit card
Current company
NFP
Role
Institutional Fiduciary Investment Advisor & Benefits Consultant
Location
Huntington Beach, California, United States
Company size
1 employees

Who is Tom Heuer, Cfa? Overview

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Quick answer

Tom Heuer, Cfa is listed as Institutional Fiduciary Investment Advisor & Benefits Consultant at NFP, a company with 1 employees, based in Huntington Beach, California, United States. AeroLeads shows a work email signal at nfp.com, phone signal with area code 619, and a matched LinkedIn profile for Tom Heuer, Cfa.

Tom Heuer, Cfa previously worked as Senior Advisor at Nfp and Advisor at Nfp. Tom Heuer, Cfa holds Bachelor'S Degree, Accounting from San Diego State University.

Company email context

Email format at NFP

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*@nfp.com
71% confidence

AeroLeads found 1 current-domain work email signal for Tom Heuer, Cfa. Compare company email patterns before reaching out.

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Profile bio

About Tom Heuer, Cfa

Work hard, serve clients & have fun.Specialties: Fiduciary Compliance, Fee Benchmarking, Employee Education, Plan Design, Plan Governance, Target Date Fund Consulting, Fidelity, TIAA.Investment Advisory Services offered through NFP Retirement, Inc., a subsidiary of NFP Corp. (NFP).

Listed skills include Sales, Public Speaking, Leadership, Communication, and 12 others.

Current workplace

Tom Heuer, Cfa's current company

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

NFP
Nfp
Institutional Fiduciary Investment Advisor & Benefits Consultant
340 Madison Avenue, New York, NY 10173, us
Website
nfp.com
Employees
1
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Company profile
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4 roles

Tom Heuer, Cfa work experience

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

Senior Advisor

Current
Nfp

New York, New York, US

Mar 2023 - Present

Advisor

Nfp

New York, New York, US

NFP is a global property and casualty broker, benefits consultant, wealth manager, and retirement plan advisor enabling client success through expertise, investments in technology, and strong industry relationships.NFP's Retirement Division is one of the largest independent fiduciary investment advisory practices in the United States. The firm and its.

Feb 2019 - Mar 2023

Sales & Business Development Intern

Xponential Growth Solutions

San Diego, CA, US

Xponential Growth Solutions (XGS) partners with forward-thinking plan sponsors, industry leading financial advisors, and service providers in the retirement and healthcare markets. The business and its consulting process connects plan sponsors / fiduciaries nationwide with resources and connections to help their employees reach their retirement and.

May 2017 - Jun 2017
Team & coworkers

Colleagues at NFP

Other employees you can reach at nfp.com. View company contacts for 1 employees →

CF Carlos Flores Carlos Flores Colleague at NfpCharlotte Metro, United States, United States View → ME Magdalena Erskine, Cpa Magdalena Erskine, Cpa Colleague at NfpNew York City Metropolitan Area, United States, United States View → KB Kushal Bhukta Kushal Bhukta Colleague at NfpMesa, Arizona, United States, United States View → JR Jessica Ritchey Jessica Ritchey Colleague at NfpBreaux Bridge, Louisiana, United States, United States View → ND Nehilla Desir Nehilla Desir Colleague at NfpMontreal, Quebec, Canada, Canada View → KG Karen Generali Karen Generali Colleague at NfpDelmar, New York, United States, United States View → FA Florence Andres Florence Andres Colleague at NfpStaten Island, New York, United States, United States View → BH Brittany Harrington Brittany Harrington Colleague at NfpSt Johnsbury, Vermont, United States, United States View → SA Sara Andrew Sara Andrew Colleague at NfpHaven, Kansas, United States, United States View → CR Chris Romano Chris Romano Colleague at NfpRockville, Maryland, United States, United States View →
2 education records

Tom Heuer, Cfa education

Bachelor'S Degree, Accounting

San Diego State University

Diploma

Lake Oswego Senior High School
FAQ

Frequently asked questions about Tom Heuer, Cfa

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

What company does Tom Heuer, Cfa work for?

Tom Heuer, Cfa works for NFP.

What is Tom Heuer, Cfa's role at NFP?

Tom Heuer, Cfa is listed as Institutional Fiduciary Investment Advisor & Benefits Consultant at NFP.

What is Tom Heuer, Cfa's email address?

AeroLeads has found 1 work email signal at @nfp.com for Tom Heuer, Cfa at NFP.

What is Tom Heuer, Cfa's phone number?

AeroLeads has found 1 phone signal(s) with area code 619 for Tom Heuer, Cfa at NFP.

Where is Tom Heuer, Cfa based?

Tom Heuer, Cfa is based in Huntington Beach, California, United States while working with NFP.

What companies has Tom Heuer, Cfa worked for?

Tom Heuer, Cfa has worked for Nfp and Xponential Growth Solutions.

Who are Tom Heuer, Cfa's colleagues at NFP?

Tom Heuer, Cfa's colleagues at NFP include Carlos Flores, Magdalena Erskine, Cpa, Kushal Bhukta, Jessica Ritchey, and Nehilla Desir.

How can I contact Tom Heuer, Cfa?

You can use AeroLeads to view verified contact signals for Tom Heuer, Cfa at NFP, including work email, phone, and LinkedIn data when available.

What schools did Tom Heuer, Cfa attend?

Tom Heuer, Cfa holds Bachelor'S Degree, Accounting from San Diego State University.

What skills is Tom Heuer, Cfa known for?

Tom Heuer, Cfa is listed with skills including Sales, Public Speaking, Leadership, Communication, Retirement Plan Consulting, Customer Service, Customer Relationship Management, and Microsoft Office.

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