Heckman Financial & Insurance Services, Inc.

Kevin Mcclelland is a financial advisor at Heckman Financial & Insurance Services, Inc. with 16 years of industry experience. He holds a Series 65 designation and has worked at multiple firms, including Leeward Financial & Insurance Services and the Silicon Valley Small Business Development Center. Outside of his advisory role, he is the owner and sole proprietor of Leeward Financial & Insurance Services, which involves sales of life and health insurance, annuities, and business consulting. Heckman Financial & Insurance Services provides discretionary asset management and financial planning to individuals, high-net-worth clients, trusts, estates, charitable organizations, and corporate retirement plans. The firm combines advisory services with insurance production, tax-preparation, and estate-planning software sales, and offers educational seminars and workshops to clients and the public.

Roger Gainer is a ChFC® credentialed financial advisor with 18 years of industry experience. He is affiliated with Heckman Financial & Insurance Services, Inc., where he has worked since 2011, and also serves as president of Gainer Financial & Insurance Services, an insurance agency specializing in life insurance and annuities. In addition to his advisory work, he is involved in software sales through a separate business. Heckman Financial & Insurance Services provides discretionary asset management and financial planning to individuals, high-net-worth clients, trusts, estates, charitable organizations, and corporate retirement plans. The firm combines advisory services with insurance production, tax-preparation services, and estate-planning software sales, and offers educational seminars and workshops for clients and the public.

Harpal Sangha is a financial advisor at Heckman Financial & Insurance Services, Inc. based in San Jose, CA, holding a Series 65 designation. He has experience working at Cantab Asset Management Ltd. for seven years and has a background that includes roles at Abington Stores & Post Office. Heckman Financial & Insurance Services provides discretionary asset management and financial planning to individuals, high-net-worth clients, trusts, estates, charitable organizations, and corporate retirement plans. The firm combines advisory work with insurance, tax-preparation, and estate-planning services, and offers educational seminars and workshops.

Eric Heckman is a CFP® and ChFC® with 24 years of experience in financial advisory services. He is the principal of Heckman Financial & Insurance Services, Inc. in San Jose, CA, where he has worked since 1992. Outside of advisory work, he is involved in tax preparation and conducts financial education seminars as a speaker and chapter director for the Financial Knowledge Institute. Heckman Financial & Insurance Services provides discretionary asset management and financial planning to individuals, high-net-worth clients, trusts, estates, charitable organizations, and corporate retirement plans. The firm combines advisory services with insurance production, tax preparation, and estate-planning software sales, and offers ERISA plan advisory services along with educational seminars.