Broker Check

Heffernan Retirement Services - Because You're Different - San Francisco, CA

 
  • 800-437-0045

Team

Prior to founding the firm, the partners of Heffernan Financial Services gained their industry experience at some of the largest and most respected financial institutions in the country. As a group, we bring a combined level of experience and expertise matched by few.

 
John Prichard, Sr. is a member of the Firm's Corporate Retirement Plan Committee and the Investment Policy Committee and has direct relationship responsibility for a number of the Firm's clients. Prior to Heffernan, Mr. Prichard was...

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Blake Thibault serves as one of the Principals of Heffernan Financial Services. Mr. Thibault is a member of the Firm’s Investment Policy Committee, the Corporate Retirement Review Committee and has direct relationship responsibility...

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John Clark serves as a member of the Corporate Retirement Plan Committee, and has direct relationship responsibility for a number of the Firm’s clients. Mr. Clark has been working in the corporate and non-profit retirement industry...

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Sean Kelly

Vice President and Financial Advisor

714-361-7729

415-778-0139

Sean Kelly is Financial Advisor and Vice President for Heffernan Financial Services. He represents Heffernan in Southern California working out of the Orange County and Los Angeles offices. He also services the San Diego, Inland Empire...

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Rebecca Tapia

Assistant Vice President/Financial Consultant

415-808-1369

Rebecca Tapia is a member of the Research Group and also serves on the Retirement Plan Committee. Ms. Tapia joined the firm in 2003 as a research analyst and was promoted in 2011 to Education Specialist. Ms. Tapia is responsible for...

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Anthony Calomeni is a Vice President at Heffernan Financial Services. Anthony is a knowledgeable, experienced advisor who has been servicing his clients for over 15 years. He specializes in retirement income planning strategies for...

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Rick Pogue

Assistant Vice President

503-419-5813

503-226-1478

Rick has been in the financial services industry for over 15 years. As a financial professional, Rick specializes in advanced insurance planning techniques to help his clients pursue their financial security. He works with individuals,...

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Marcella Saliba

Vice President, Client Relations

415-808-1301

Mrs. Saliba is a part of the Retirement Plan Committee and Research Group. Mrs. Saliba oversees all areas of service and management and helps develop internal processes for the team. Mrs. Saliba joined Heffernan Financial Services in...

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Ms. Gomez joined Heffernan Insurance Brokers as an intern in 2009 before transitioning into a part-time administrative assistant role for Heffernan Financial Services in 2012. Ms. Gomez became a full time administrative assistant for...

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Christina Villecco

Vice President of Legislation and Compliance

212-466-4674

Christina Villecco graduated with her B.A. from Colgate University in 2004, and received her J.D. from New York Law School where she focused her studies on labor, employment and ERISA law. Christina advises employers of their...

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Jackie Donnelly

Director of Corporate Communications

925-942-4692

Jackie fosters and contributes to a lively, productive and positive organizational environment at Heffernan. Joining the company in July 2008, she’s a self-starter with strong initiative and drive to help achieve a variety of...

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