Broker Check

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

 

800-437-0045

Blake A. Thibault

Blake A. Thibault

Managing Director

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 for a number of the Firm’s clients. Previous to Heffernan, Mr. Thibault was associated with Morgan Stanley as a Wealth Advisor and Retirement Planning Specialist. At Morgan Stanley, Mr. Thibault advised individuals, corporations and non-profit organizations. At Heffernan, Mr. Thibault holds responsibility for assisting our corporate clients with plan and vendor evaluations, contract negotiations, implementation initiatives, investment selection and monitoring, comprehensive plan reviews and education strategies for plan sponsors and participants.

Mr. Thibault and his team were recently recognized as a semi-finalist for NAPA’s 2013 401(k) Advisor Leadership Award, recognizing leadership, innovation, and contributions to the retirement plan industry with the sales, marketing and establishment of 401(k) plans. In 2007, Mr. Thibault was recognized by Institutional Investor Magazine1 as one of the top twenty Retirement Plan Advisors Rising Stars. Mr. Thibault and his team have been recognized by Plan Advisor Magazine2 as the top Advisor Team nationally in 2015. 

Mr. Thibault is very active in the retirement community serving on several Defined Contribution Advisory Boards, including Fidelity, ING (Voya), LPL and PIMCO.  Mr. Thibault currently serves on the Government Affairs Committee for the National Association of Plan Advisors.  He is also a member of The American Society of Pension Professionals and Actuaries.  Mr. Thibault holds a series 7, 66 and 31 licenses with LPL Financial.

¹ Nominated by industry peers and selected based on attributes including credentials, experience and a career consistency indicative of future industry leadership potential.

² Nominated by industry professionals and selected based on quantitative evaluation of service levels and feedback from plan sponsor clients. Advisors who have attained the PLANSPONSOR Retirement Professional Designation receive an automatic nomination.