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ERIC HECKMAN
Heckman Financial & Insurance Services, Inc.
Eric is a well-known speaker and author in the San Jose community. For over 30 years, he has been the president of Heckman Financial and Insurance Services, Inc., a firm that provides objective and comprehensive advice to clients by helping them create strategies to preserve their assets, increase income and potentially reduce taxes.
Eric is the founder of the Financial Knowledge Institute, a 501(c)3 nonprofit organization, and is the author of “Worry Less Wealth.” A longtime San Jose resident, he serves on the board of the Rotary Club of San Jose Foundation, is active in the San Jose Downtown Association and is a Boy Scout leader.
Eric has been married to Anna since college graduation, and they have three boys. Eric and Anna have been remodeling their 1937 Cape Cod-style house in downtown’s Naglee Park in between all of their children’s activities.
CA Insurance License #0A95364
Advisory and Insurance services are offered through Heckman Financial and Insurance Services Inc., an SEC Investment Advisor. Heckman Financial and Insurance Services Inc. is not affiliated with or endorsed by the Social Security Administration or any other government agency. All content is for information purposes only. It is not intended to provide any tax or legal advice or the basis for any financial decisions. Investments are subject to suitability. This requires a review of an investor’s objective, risk tolerance, and time horizons. Investing always involves risk and possible loss of capital. CA Insurance Lic #0E89971
11/23-3217362