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



Rebecca Tapia

Rebecca Tapia

Assistant Vice President/Financial Consultant

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 conducting group and individual education meetings for our plan participants.

Ms. Tapia received her Bachelor of Science degree in Finance from Cal State Hayward and received her certification of completion for the Certified Financial Planning Program from the University of California at Berkeley. She is currently pursuing her CFP® designation. She also holds Series 66 and Series 7 registrations through LPL Financial.