As CEO of Heckman Financial and Insurance Services, Inc., Eric Heckman, CFP®, is passionate about creating strategies that can help his clients preserve their assets, increase their income and reduce their taxes.
Eric is a well-known speaker and author in the San Jose, California, community. For over 25 years, Eric has provided comprehensive advice to his clients, helping to preserve their assets, increase their income and reduce their taxes.
A longtime San Jose resident, Eric is a Boy Scout leader; founder of Financial Knowledge Institute, a 501(c)(3) non-profit organization; and a member of the Downtown San Jose Rotary Club and the San Jose Downtown Association.
He is the author of Worry Less Wealth as well as a portion of the textbook Financial Literacy Education and is the host of Wealth Creator Radio.
Eric has been married to his wife, Anna, since graduating from college, and they have three sons. Between work and their children's activities, they enjoy remodeling their 1937 Cape Cod-style house.
Phone: (408) 297-9800 | Email: EricHeckman@WealthCreator.com | Website: www.wealthcreator.com
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