1350 Carlback Avenue
Walnut Creek, CA 94596
Phone: (800) 437-0045
Office Hours:
Mon-Thu: 8:00 AM - 4:00 PM
Fri: 8:00 AM - Noon
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Financial Advisor
Financial planning is often most valuable when life feels complex or uncertain. We help clients make informed decisions about retirement, investing, taxes, and major life changes so they can move forward with more clarity, confidence, and peace of mind.
We help clients define what financial security looks like for them and build a plan to support it. That may include preparing for retirement, creating a retirement income strategy, evaluating Social Security, organizing cash flow, and thinking through how wealth can support family priorities, future goals, and long-term independence.
We design and manage investment portfolios around each client’s needs, objectives, and comfort with risk. Our goal is to provide a steady, disciplined approach that helps clients stay focused on the long term while adapting thoughtfully as life, markets, and priorities change.
Important financial decisions often follow major life events. We help clients navigate tax considerations, estate planning coordination, inheritance decisions, charitable giving, trust and legacy planning, and other moments that call for both technical guidance and personal care. For many families, that also means having a trusted advisor to help bring clarity during times of transition.
Here is just a small sample of the questions we ask our new clients to get a full sense of what they value and what they want to accomplish by partnering with Heffernan Financial.
When you work with us you gain access to an experienced team. We’ll tailor your portfolio to your values and help you make the complex financial decisions seeking to accomplish your goals. We’ll focus on strategies that help you “move the needle” on the goals you care about the most.
We’ll give you advice, not sales pitches. We’ll hold ourselves to the fiduciary standard, which means we’ll make sure our recommendations are in your best interest and not based on potential commissions. We’ll remain accessible to you and answer your emails without delay.
*Please Note: Limitations. The scope of any financial planning and consulting services to be provided depends upon the terms of the engagement, and the specific requests and needs of the client. Heffernan does not serve as an attorney, accountant, or insurance agent. Heffernan does not prepare legal documents or tax returns, nor does it sell insurance products. If the client desires, one of Heffernan's representatives, in their separate licensed individual capacities, can be engaged to provide insurance sales/services as described on Heffernan's written disclosure Brochure (a copy of which is linked to this web site) per the terms and conditions of a separate engagement and fee.
