Heckman Financial & Insurance Services, Inc.

Kevin Mcclelland is a financial advisor at Heckman Financial & Insurance Services, Inc. in San Jose, CA, holding a Series 65 designation with 16 years of industry experience. He has worked at Heckman Financial & Insurance Services, Inc. since 2011 and owns Leeward Financial & Insurance Services, a separate business focused on life and health insurance sales, annuities, and business consulting. He also has been involved with the Silicon Valley Small Business Development Center since 2014. Heckman Financial & Insurance Services, Inc. provides advisory services to individuals, trusts, estates, charitable organizations, and business entities, offering discretionary asset management, financial planning, and ERISA retirement-plan advisory services. The firm integrates insurance brokerage and tax-preparation services with educational seminars, using fundamental and technical analysis along with third-party managers in its investment approach.

William Smithers III is an advisor at Heckman Financial & Insurance Services, Inc. He holds Series 65 and Series 63 licenses and has one year of experience in the financial industry. Prior to joining Heckman Financial, he worked at Coforge Limited, OptimEyes AI, Concentrix Corporation, Symbio Corporation, and Globant S.A. Heckman Financial & Insurance Services serves individuals, trusts, estates, charitable organizations, and business entities, offering discretionary asset management, financial planning, and ERISA retirement-plan advisory services. The firm integrates insurance brokerage and tax-preparation services into its advisory business and provides educational seminars and workshops to 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 Series 65 licensed advisor at Heckman Financial & Insurance Services, Inc. with prior experience at Cantab Asset Management Ltd. and a background that includes roles outside the financial industry. He is based in San Jose, CA. Heckman Financial & Insurance Services, Inc. advises individuals, trusts, estates, charitable organizations, and businesses, offering discretionary asset management, financial planning, and ERISA retirement-plan advisory services. The firm combines portfolio management with insurance brokerage and tax-preparation services and conducts educational seminars and workshops for the public.

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.