MENLO PARK, Calif., Aug. 8, 2016 /PRNewswire/ -- Heffernan Financial Services, a division of Heffernan Insurance Brokers, announced today that Anthony Calomeni has joined its team to serve as Financial Advisor in the Menlo Park branch.
Anthony comes to Heffernan with over fifteen years of extensive experience in the financial services industry. He began his career at Edward Jones before working at Raymond James Financial Services, National City Bank, Kellogg Community Federal Credit Union, and KCFCU Investment Services. Most recently, he served as Vice President and Senior Financial Advisor with Union Bank, where he provided financial planning to the private bank clients in the Greater Monterey Bay region of California. Notably, Anthony was nominated by management to the UnionBanc Investment Services Advisory Council 2015-2016 where he acted as a conduit between the field team and senior leadership to help drive initiatives and improve efficiency.
He specializes in retirement income planning strategies for working professionals, retirees, and business owners. Anthony focuses on providing his clients with a goals-based investment plan to help them achieve their investment goals, ensuring they are saving for retirement according to their individual lifestyle and goals. He works closely with his clients to help them understand the financial markets, plan investments within their risk comfort zone, and recommend ongoing adjustments to their plans as needed.
"We couldn't be happier that we were able to land someone of Anthony's caliber and talent who has such an existing knowledge of LPL Financial," said Blake Thibault, Managing Director, Heffernan Financial Services. "Anthony will fit in well with the Heffernan family and I look forward to watching him grow and expand our financial services offering."
Anthony graduated with a Bachelor of Business Administration in Sales and Business Marketing from Western Michigan University. He holds Series 7 and 66 securities registrations with LPL Financial as well as California State Life and Health Insurance licenses.
About Heffernan Retirement Services
Heffernan Retirement Services is a full service financial advisory services firm, offering strategies and solutions for corporations, foundations and individuals. With a dedicated team focused solely on retirement plans, the group has over seventy-five years of experience in consulting and advisory services.
Heffernan Retirement Services believes that all employees deserve the ability to retire on their terms as a reward for a lifetime of hard work. They champion this cause by working with clients to create a comprehensive retirement plan. Being both vendor and investment neutral, Heffernan Retirement Services acts as your true independent consultant.
For more information, visit heffgroupfs.com.
The financial professionals at Heffernan Retirement Services and Heffernan Financial Services are also registered representatives with, and securities offered through LPL Financial, Member FINRA/SIPC. Investment advisory services offered through Global Retirement Partners, LLC, a registered investment advisor. Global Retirement Partners, LLC, Heffernan Retirement Services and Heffernan Financial Services are separate non-affiliated entities from LPL Financial.
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SOURCE Heffernan Financial Services