Eric Heckman
Eric Heckman, CFP®, ChFC®, CLU®, CRTP, and President of Heckman Financial & Insurance Services, Inc., is a well-known speaker and author in the San Jose community. For over 25 years, he has been the president of Heckman Financial & Insurance Services, Inc., a firm that provides objective and comprehensive advice to his clients by helping them to 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
Wealth Creator Radio
Wealth Creator Radio – a place where you can get straight-forward advice on how to plan for a secure and comfortable retirement without the jargon, confusion and high-risk strategies of most financial shows. Learn strategies for today’s financial reality by listening to Wealth Creator Radio. Eric Heckman is a Certified Financial Planner®, a Registered Tax Return Preparer, founder of the non-profit Financial Knowledge Institute and author of Worry Less Wealth. Each week Eric answers your Financial Questions and discusses the best strategies for your Financial success.
