Heffernan Financial Services Expands by Adding Jennifer Owen as Financial Advisor
IRVINE, Calif., June 13, 2017 /PRNewswire/ -- Heffernan Financial Services, a division of Heffernan Insurance Brokers, announced today that Jennifer Owen has joined its team to serve as Financial Advisor in the Irvine, Calif. branch.
Owen comes to Heffernan with over 10 years of experience in the financial services industry. She began her career with MetLife working in sales, training, and advanced planning, where she consulted with financial advisors, clients, and their legal and tax advisors on investment management, retirement, tax planning, and trust and estate planning. Later, she worked at BNY Mellon Wealth Management, specializing in the investment and planning needs of high net worth clients.
"We're excited to add an experienced certified financial planner to our team," said Blake Thibault, Managing Director, Heffernan Financial Services. "Jen shares our passion for promoting financial wellness and literacy and we look forward to her helping our clients with all their financial needs."
Owen graduated Cum Laude from the University of Arizona's Eller College of Management with a Bachelor of Science in finance. She is a Certified Financial Planner™ practitioner and Retirement Income Certified Professional (RICP®).
About Heffernan Financial Services
Heffernan Financial Services is a full service financial advisory services firm, offering strategies and solutions for corporations, foundations and individuals.
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 Insurance Brokers, Heffernan Retirement Services and Heffernan Financial Services are separate non-affiliated entities from LPL Financial.
SOURCE Heffernan Financial Services
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