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Financial Knowledge Institute

Eric Heckman, CFP®

Eric Heckman, CFP®, is the national director of the Financial Knowledge Institute, a 501(c)(3) nonprofit educational organization comprising various financial professionals. Attorneys, financial advisors, real estate professionals and mortgage bankers conduct unbiased, on-site, instructional workshops on important financial topics, including retirement planning, financial management, estate planning, asset allocation and more. The Financial Knowledge Institute conducts hundreds of workshops a year for companies, organizations, institutions and associations of all types.

Eric Heckman holds a B.S.C. degree in Finance from Santa Clara University. Eric is also is the president of HFIS, Inc., a Registered Investment Advisory firm. He is a Certified Financial Planner™ and holds the ChFC, CLU and CLA designations. Eric founded the firm in 1992 and is licensed in multiple states.

Eric finds that many professionals simply get caught up in the crisis of everyday business and family concerns, unwittingly postponing their personal and family financial planning and thereby running the risk of sacrificing their current and future security. With the high speed of life in Silicon Valley, people need to stop to make sure they are on track financially. With a desire to help people plan for their financial futures, Eric assists individuals and families of all income levels in identifying their personal and family goals in order to obtain a comfortable level of financial security for today and tomorrow.

Eric is a member of the San Jose Downtown Rotary and on the board of the Santa Clara County Boy Scouts and the Horace Mann School Foundation. He is a Cub Scout den leader and a soccer coach. Eric and his wife, Anna, have three sons, Owen, Ethan and Aidan.

Eric Heckman, CFP®
Heckman Financial and Insurance Services, Inc.
111 N. Market Street, Suite 920
San Jose, CA  95113
408.297.9800
eric@financialknowledgeinstitute.org
Insurance Lic #OE89971

 

Jennine Pippin

Jennine Pippin is the national coordinator for the Financial Knowledge Institute. As national coordinator, Jennine enjoys reaching out to local companies and helping provide this wonderful free benefit to employees. With the rising costs of living and the economic crisis, companies are finding our services more valuable than ever. The Financial Knowledge Institute is a great way to let your employees know that while we are in a global economic crisis, you still deeply care about their personal well-being and are providing them with the tools to educate them in their personal financial matters to ease their day-to-day stress.

Jennine also specializes in helping develop new chapters around the nation to carry on the wonderful message that the FKI sends.

Jennine Pippin
National Coordinator
San Jose, CA 95113
Phone: 866.734.8465
Fax: 408.297.9899
jennine@financialknowledgeinstitute.org

For more information about the Financial Knowledge Institute, please contact Jennine at jennine@financialknowledgeinsitute.org or 866.734.8465.