Meet the professionals who can help you manage the many pieces of

your financial life.

The team at Heckman Financial and Insurance Services, Inc. is ready to help you pursue your long-term financial goals.


Eric Heckman

CFP®, ChFC®, CLU®, CRTP, President

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 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


Bob Ericson CFP®, Investment Adviser Representative


Roger GainerChFC®, RICP®, North Bay Investment Adviser Representative


Kevin McClelland Investment Adviser Representative


Matt MccraeServicing Advisor


Jennine Director of Operations and Events


Jason Financial Analyst & Client Support


Dawn Client Service Specialist


EllenAdministrative Support


IrinaTax Preparer


Ready to Take The Next Step?

For more information about any of the products and services listed here, schedule a meeting today or register to attend a seminar.

Or give us a call at 408-297-9800 or a text at 408-539-5735.

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