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Heckman Financial & Insurance Services, Inc.

Heckman Financial & Insurance Services, Inc.. CRD 111549

Heckman Financial & Insurance Services, Inc. logo

CRD: 111549

Heckman Financial & Insurance Services, Inc.

SAN Jose, CA, 95113
4082979800
wealthcreator.com
$116.4M Total AUM
$116.4M Disc. AUM
-- 3Y CAGR
5 Employees
327 ADV. Clients
20 yrs Firm Age

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Firm Details

Custodian
Charles Schwab & Company · Fidelity/NFS
Clients
Retail and Institutional
Platforms
Vector pioneerMeridian +more
Established Date
11-07-2005
Office Locations
3

Office Locations

10080 N Wolfe Rd. Suite SW3-200 Cupertino CA
1299 Fourth Street Suite 411 SAN Rafael CA
333 W Santa Clara ST Suite 604 SAN Jose CA

About Heckman Financial & Insurance Services, Inc.

Heckman Financial & Insurance Services, Inc. (San Jose/San Rafael, CA) is led by CFP/ChFC/CLU Eric Heckman and focuses on retirement planning—building reliable income, tax-aware strategies, and diversified portfolios (including consideration of alternative investments)—along with legacy and insurance planning. The firm works through major custodians such as Schwab and Fidelity/NFS.

Team overview

53 AVG AGE
$23.3M AVG AUM / ADVISOR
$356.0K AVG AUM / CLIENT
7.4 yrs AVG TENURE
5 Employees
5 Advisory Reps
5 RIA Reps
20yrs Firm Age

Insights

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Asset Classes

Delta Fusion Signal pioneer Value element

Client Personas

Meridian prime Signal radial

CRM

Ember

Custodian

Catalyst Zenith Vector focus Bridge Foundation matrix Ridge oak Foundation

Investment Themes

Delta Prime Foundation alpha Wave Unison frontier

Investment Vehicles

Beacon momentum

Platform

Quantum vector Quantum

Services

Timber North Pathway Prime Alpha Insight Eagle crest Radial beacon Vertex glacier Beacon Catalyst timber

Technology

Foundation atlas Alpha Vector wave Catalyst focus

Owner & Executives

ERIC RAY HECKMAN

ERIC RAY HECKMAN

Chief Compliance Officer, Investment Advisor, President

CRD
#2220911
Ownership
75% or more
(709) 951-6390
meridian.capital@crestcapital.com
in linkedin.com/in/meridian-unison

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Contacts

R

ROGER LEE GAINER

Investment Advisor

CRD
#1921135
(398) 332-8221
quantum.quantum@pioneercapital.com
in linkedin.com/in/beacon-beacon
K

KEVIN RAY MCCLELLAND

--

CRD
#5446055
(458) 857-5304
ridge.glacier@vertexcapital.com
in linkedin.com/in/timber-foundation
P

Prime bridge

Zenith unison

CRD
#52630
(536) 900-3648
vital.vector@timbercapital.com
in linkedin.com/in/legacy-quantum

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Assets Under Management

Total AUM
Discretionary
Non-Discretionary
12-09-2025
05-18-2026
Category Assets AVG. Account size
Discretionary $116,422,695 $206,058
Non-Discretionary $0 --
Total $116,422,695 $206,058

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Separately Managed Accounts

Total SMA Asset: $116,422,695

$116.4M Total SMA
Public Funds:
24.1%
Equity - Exchange:
15.5%
Cash:
18.1%
Corporate - Investment Grade:
14.1%
Private Funds:
28.2%
Asset class Assets Assets %
Public Funds $1,455,641,401 24.1%
Equity - Exchange $936,200,901 15.5%
Cash $1,093,241,053 18.1%
Corporate - Investment Grade $851,640,820 14.1%
Private Funds $1,703,281,640 28.2%
Total $6,040,005,815 100.0%

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