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Videos

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Rebecca Tapia | Sep 2, 2025

Video: Investing with a Financial Advisor

*This content is developed from sources believed to be providing accurate information. The information provided is not written or intended as tax or legal

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Rebecca Tapia | Sep 2, 2025

Why Financial Planning is an Absolute Necessity for Everyone

 
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Rebecca Tapia | Sep 2, 2025

Why Financial Literacy Is Important

*This content is developed from sources believed to be providing accurate information. The information provided is not written or intended as tax or legal

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Securities offered through Gĕneos Wealth Management, Inc. Member FINRA/SIPC. Advisory services offered through Heffernan Advisory, Inc. and Gĕneos Wealth Management Inc. Gĕneos Wealth Management, Inc., Heffernan Advisory, Inc., LPL Financial, and Global Retirement Partners (GRP) are separate nonaffiliated entities. The affiliates of each are likewise separate and not affiliated with the others.

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Flagstaff Mesa Phoenix Scottsdale Walnut Creek St. Augustine Lancaster

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Disclosures Heffernan Advisory, Inc. Form CRS Heffernan Advisory, Inc. Form ADV Part 2A 

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Protecting Your Personal Information 

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Heffernan Advisory, Inc. Privacy Policy Gĕneos Wealth Management Form CRS Gĕneos Wealth Management Privacy Policy 

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