Our Mission

Our mission is to be a premier private wealth management and retirement plan consulting group, leveraging the insight of Heffernan’s team of professionals to generate a world-class level of service.  Our firm was built by individuals who believe that trust, discipline and hard work are the cornerstones of a successful client partnership.

Heffernan Culture/Environment

Following our company motto, we strive to provide an environment for our employees to "Answer the phone and have fun." With an entrepreneurial spirit and a collaborative, team-based atmosphere, Heffernan Financial Services is a place where employees truly thrive. Heffernan was named the 3rd Best Place to Work in the Bay Area by the San Francisco Business Times, the East Bay Business Journal and the Silicon Valley Business Journal in 2007.