Get to know Eric Heckman, CFP®
Eric Heckman, CFP®
California Insurance License #OE89971
Eric Heckman, CFP®, is the national director of the Financial Knowledge Institute. He also is the president of Heckman Financial and Insurance Services, Inc., a Registered Investment Advisory firm he founded in 1992.
Eric holds a Bachelor of Science in finance from Santa Clara University. He is a CERTIFIED FINANCIAL PLANNER™ professional and holds the Chartered Financial Consultant (ChFC) and Chartered Life Underwriter (CLU) designations.
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 is 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.