AeroLeads people directory · profile

Eric Heckman, Cfp® Email & Phone Number

Financial Advisor/CFP®, SPEAKER, 𝐀𝐮𝐭𝐡𝐨𝐫📗 𝑾𝒐𝒓𝒓𝒚 𝑳𝒆𝒔𝒔 𝘞𝘦𝘢𝘭𝘵𝘩® 𝐖𝐞𝐚𝐥𝐭𝐡 𝐂𝐫𝐞𝐚𝐭𝐨𝐫 Radio & Podcast Host🎙️ Financial Knowledge Institute💡 at Heckman Financial and Insurance Services, Inc.

Location: San Jose, California, United States 4 work roles 3 schools

2 work emails found @wealthcreator.com 2 phones found area 408 LinkedIn matched

✓ Verified August 2026 4 data sources Profile completeness 86%

Current company

Heckman Financial and Insurance Services, Inc.

Role

Financial Advisor/CFP®, SPEAKER, 𝐀𝐮𝐭𝐡𝐨𝐫📗 𝑾𝒐𝒓𝒓𝒚 𝑳𝒆𝒔𝒔 𝘞𝘦𝘢𝘭𝘵𝘩® 𝐖𝐞𝐚𝐥𝐭𝐡 𝐂𝐫𝐞𝐚𝐭𝐨𝐫 Radio & Podcast Host🎙️ Financial Knowledge Institute💡

Location

San Jose, California, United States

Company size

10 employees

Who is Eric Heckman, Cfp®? Overview

A concise factual answer block for searchers comparing this professional profile.

Quick answer

Eric Heckman, Cfp® is listed as Financial Advisor/CFP®, SPEAKER, 𝐀𝐮𝐭𝐡𝐨𝐫📗 𝑾𝒐𝒓𝒓𝒚 𝑳𝒆𝒔𝒔 𝘞𝘦𝘢𝘭𝘵𝘩® 𝐖𝐞𝐚𝐥𝐭𝐡 𝐂𝐫𝐞𝐚𝐭𝐨𝐫 Radio & Podcast Host🎙️ Financial Knowledge Institute💡 at Heckman Financial and Insurance Services, Inc., a with 10 employees, based in San Jose, California, United States. AeroLeads shows a work email signal at wealthcreator.com, phone signal with area code 408, and a matched LinkedIn profile for Eric Heckman, Cfp®.

Eric Heckman, Cfp® previously worked as Retirement Income Planner, Radio Show host, Author, Founder at Heckman Financial And Insurance Services, Inc. and Founder-National Director at Financial Knowledge Institute. Eric Heckman, Cfp® holds Cfp, Financial Planning from College For Financial Planning.

Company email context

Email format at Heckman Financial and Insurance Services, Inc.

This section adds company-level context without repeating Eric Heckman, Cfp®'s masked contact details.

{first}@wealthcreator.com

89% confidence

AeroLeads found 2 current-domain work email signals for Eric Heckman, Cfp®. Compare company email patterns before reaching out.

View email format View company profile Management contacts

Profile bio

About Eric Heckman, Cfp®

As the Founder and President of Heckman Financial & Insurance Services, I strive to lead our clients to and through a 𝘞𝘰𝘳𝘳𝘺 𝘓𝘦𝘴𝘴 𝘞𝘦𝘢𝘭𝘵𝘩® Retirement, by providing objective and comprehensive advice and helping them to create strategies to:🦺 PRESERVE their assets⬆️ INCREASE income⬇️ REDUCE taxesYou can catch me at one of our live educational events, and on my weekly radio and podcast show, “𝘞𝘦𝘢𝘭𝘵𝘩 𝘊𝘳𝘦𝘢𝘵𝘰𝘳 𝘙𝘢𝘥𝘪𝘰”, sharing tips, insights, and financial education with our audience.I founded the Financial Knowledge Institute, a 501(c)3 nonprofit organization that provides financial education to employees of businesses nationwide as well. I got lucky and married my college sweetheart, Anna, and together we have raised three boys. When not working, we enjoy cycling; and my bike and I have made our way all across the continental United States, and Hawaii. Bicycling has become a true passion of mine.Advisory and Insurance services are offered through Heckman Financial & Insurance Services Inc, an Investment Advisor in the State of CA. Heckman Financial & Insurance Services Inc are not affiliated with or endorsed by the Social Security Administration or any other government agency. Whenever you invest, you are at risk of loss of principal as the market fluctuates. Past performance is not indicative of future results. Purchases are subject to suitability. This requires a review of an investors objective, risk tolerance, and time horizons. Investing always involves risk and possible loss of capital. CA Insurance Lic #0E89971

Current workplace

Eric Heckman, Cfp®'s current company

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

Heckman Financial And Insurance Services, Inc.

Financial Advisor/CFP®, SPEAKER, 𝐀𝐮𝐭𝐡𝐨𝐫📗 𝑾𝒐𝒓𝒓𝒚 𝑳𝒆𝒔𝒔 𝘞𝘦𝘢𝘭𝘵𝘩® 𝐖𝐞𝐚𝐥𝐭𝐡 𝐂𝐫𝐞𝐚𝐭𝐨𝐫 Radio & Podcast Host🎙️ Financial Knowledge Institute💡

san jose, california, united states

Employees

10

AeroLeads page

Company profile

View company profile Email format

4 roles

Eric Heckman, Cfp® work experience

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

Retirement Income Planner, Radio Show Host, Author, Founder

Current

Heckman Financial And Insurance Services, Inc.

San Jose, Ca

Our Worry Less Wealth© process helps people focus on their families, friends & careers and not worrying about their financial plan. We take the stress out of financial planning but utilizing stock market alternatives, personal pensions and other techniques to guarantee part of your wealth. The investment side uses low cost, asset class investing techniques designed to get the all the different markets returns. We are a Registered Investment Advisory firm where we have a Fiduciary responsibility to do what is in the best interest of the client and not just what is suitable like a stock broker does.Listen to Wealth Creator Radio on Sundays 11:30 am on KLIV 1590 AM. All shows will be podcasted on http://www.WealthCreatorRadio.com and on iTunes.

Jun 1992 - Present

Founder-National Director

Current

Financial Knowledge Institute

Our institute helps employees across the nation get much needed financial planning, estate planning and real estate planning information at the company. For no fee, our volunteers speak at their company at lunch time or employee benefit fairs to educate them on these critical matters. This reduces employee stress and meets 404c compliance rules.

Jun 2009 - Present

Board Member

Santa Clara County Council Boy Scouts

Jan 2007 - Dec 2012

Chapter Director

Foundation For Personal Financial Education

See www.Financialknowledgeinstitute.org

Aug 2007 - Sep 2009

3 education records

Eric Heckman, Cfp® education

Cfp, Financial Planning

College For Financial Planning

Bsc, Finance

Santa Clara University

High School Diploma

Piedmont Hills High School

FAQ

Frequently asked questions about Eric Heckman, Cfp®

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

What company does Eric Heckman, Cfp® work for?

Eric Heckman, Cfp® works for Heckman Financial and Insurance Services, Inc..

What is Eric Heckman, Cfp®'s role at Heckman Financial and Insurance Services, Inc.?

Eric Heckman, Cfp® is listed as Financial Advisor/CFP®, SPEAKER, 𝐀𝐮𝐭𝐡𝐨𝐫📗 𝑾𝒐𝒓𝒓𝒚 𝑳𝒆𝒔𝒔 𝘞𝘦𝘢𝘭𝘵𝘩® 𝐖𝐞𝐚𝐥𝐭𝐡 𝐂𝐫𝐞𝐚𝐭𝐨𝐫 Radio & Podcast Host🎙️ Financial Knowledge Institute💡 at Heckman Financial and Insurance Services, Inc..

What is Eric Heckman, Cfp®'s email address?

AeroLeads has found 2 work email signals at @wealthcreator.com for Eric Heckman, Cfp® at Heckman Financial and Insurance Services, Inc..

What is Eric Heckman, Cfp®'s phone number?

AeroLeads has found 2 phone signal(s) with area code 408 for Eric Heckman, Cfp® at Heckman Financial and Insurance Services, Inc..

Where is Eric Heckman, Cfp® based?

Eric Heckman, Cfp® is based in San Jose, California, United States while working with Heckman Financial and Insurance Services, Inc..

What companies has Eric Heckman, Cfp® worked for?

Eric Heckman, Cfp® has worked for Heckman Financial And Insurance Services, Inc., Financial Knowledge Institute, Santa Clara County Council Boy Scouts, and Foundation For Personal Financial Education.

How can I contact Eric Heckman, Cfp®?

You can use AeroLeads to view verified contact signals for Eric Heckman, Cfp® at Heckman Financial and Insurance Services, Inc., including work email, phone, and LinkedIn data when available.

What schools did Eric Heckman, Cfp® attend?

Eric Heckman, Cfp® holds Cfp, Financial Planning from College For Financial Planning.

Security Check