E.F. Heagen & Associates

(949) 487-6711

Agent Photo

A Family Firm Working For You

In an ever-changing financial climate, it can be difficult to confidently create a financial strategy, let alone have the time to manage one that can grow with you over the years. But without an up-to-date and flexible strategy in place, it can be difficult for you to achieve your goals.

Edward F. Heagen and E.F. Heagen & Associates offer sophisticated financial strategies to a select group of high net worth individuals and their families.  Drawing on over three decades of experience in asset management, and direct access to the considerable resources of LPL Financial, Edward and his team deliver tailored and diversified portfolios that address the complexities of significant wealth.  Our mission is to preserve capital and provide comprehensive guidance and support through financial changes and evolving needs.  Our clients look to us as financial advisors, delivering high level customer service, balancing quality investments with risk guidelines, and establishing strong relationships.

We take pride in knowing we have helped business owners, growing families, and retirees pursue their financial dreams. Based in San Juan Capistrano, CA, we serve clients in our community, as well as throughout the United States.

Contact us today to learn more about our services or to set up a first meeting.

Send Us An Email







Thank you! Oops!

Recommended Content

Exit Strategies of the Rich and Famous

Estate conservation is too important to put off. Do you have a smart exit strategy?

How Will Working Affect Social Security Benefits?

Knowing the rules may help you decide when to start benefits.

Global and International Funds

Investors seeking world investments can choose between global and international funds. What's the difference?