Heckman Financial and Insurance Services, Inc. Employee Directory

Financial ServicesCalifornia, United States11-50 Employees

The team at Heckman Financial and Insurance Services strives to lead their 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 taxes

Founder and President, Eric Heckman, CFP®, hosts the weekly radio and podcast show, “𝘞𝘦𝘢𝘭𝘵𝘩 𝘊𝘳𝘦𝘢𝘵𝘰𝘳 𝘙𝘢𝘥𝘪𝘰”, regularly presents on financial and retirement planning topics in the San Jose area, and is the Founder of Financial Knowledge Institute, a 501(c)3 nonprofit organization that provides community and financial education to employees of businesses across the nation.

Eric’s book, 𝘞𝘰𝘳𝘳𝘺 𝘓𝘦𝘴𝘴 𝘞𝘦𝘢𝘭𝘵𝘩, can be found on Amazon, or picked up at one of his many events.

To schedule a visit (via phone or in-person), simply grab time directly on our calendar: https://calendly.com/wealthcreator

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

Find Heckman Financial and Insurance Services, Inc. employees' phone numbers or email addresses

Heckman Financial and Insurance Services, Inc. Global Highlights

North America
17

United States Of America
17

Asia
1

Philippines
1

Heckman Financial and Insurance Services, Inc.'s Leadership

G. A.
Retirement Income Planner, Radio Show Host, Author, Founder
Mobile Phone
Email
M. B.
Principal
Mobile Phone
Email
B. S.
Financial Services Advisor
Mobile Phone
Email
B. J. M.
Executive Assistant
Mobile Phone
Email
K. B.
Propery Casualty Agent
Mobile Phone
Email

Contact profiles from Heckman Financial and Insurance Services, Inc.

Name

Title

Contact Info

Location

Last Update

G. A.
Retirement Income Planner, Radio Show Host, Author, Founder
Mobile Phone
Email
Oct 21, 2024
M. B.
Principal
Mobile Phone
Email
Oct 23, 2024
B. S.
Financial Services Advisor
Mobile Phone
Email
Bay
Dec 16, 2025
B. J. M.
Executive Assistant
Mobile Phone
Email
PhilippinesCalabarzon
Nov 15, 2025
K. B.
Propery Casualty Agent
Mobile Phone
Email
Oct 21, 2024

Frequently Asked Questions

What is Heckman Financial and Insurance Services, Inc. known for?

Heckman Financial and Insurance Services, Inc. was founded in 1992 operates in the Financial Services industry. The company's main headquarters is located in 333 West Santa Clara Street, Suite 604. Explore Heckman Financial and Insurance Services, Inc.'s company overview page for more information.

What is Heckman Financial and Insurance Services, Inc.'s most common email format?

Heckman Financial and Insurance Services, Inc. employees' email format typically follows the pattern of . Trying to find reliable and up-to-date employee contact data? Find more Heckman Financial and Insurance Services, Inc. email formats with LeadIQ.

How many employees does Heckman Financial and Insurance Services, Inc. have currently?

Heckman Financial and Insurance Services, Inc. has approximately 17 employees as of December 2025. These team members are located across 2 continents, including North AmericaAsia.

Who are Heckman Financial and Insurance Services, Inc.'s key employees and leadership?

As of December 2025, Heckman Financial and Insurance Services, Inc.'s key employees include:

Retirement Income Planner, Radio Show Host, Author, Founder: G. A.
Principal: M. B.
Financial Services Advisor: B. S.
Executive Assistant: B. J. M.
Propery Casualty Agent: K. B.

Looking for contact data? Unlock accurate emails and phone numbers for your ideal prospects with LeadIQ.

Everything for prospecting,
in one platform.

What you can expect from LeadIQ:

B2B data verified in real-time
Sync data to your CRM, & add it to an outreach sequence in one click
Integrations with your tech stack for optimal efficiency
A patented AI cold email generator
Account & contact-level job change tracking