About Heffernan Financial Services

Our goal is your plan’s success - an efficiently managed retirement vehicle that helps corporations and non-profit organizations attract and retain its valuable employees. We view a successful plan as one that has both high participation and high deferral percentage.

Heffernan Financial Services is a full service financial advisory services firm offering strategies and solutions for corporations, foundations and individuals.  Privately held, the firm ranks among the top retirement plan advisory firms in the country (PlanSponsor Magazine 2008, 2009, and 2010*). We are proud to have been named the second best company to work for in the San Francisco Bay Area (SF Business Times 2008, 2009 and 2010 survey). Our dedicated team with sole focus on retirement plans has over sixty years of experience in consulting and advisory services.

*Based on nominations from industry peers and quantitative factors, including number of plans and dollar value of plan assets under advisement.