E.F. Heagen & Associates

(949) 487-6711

Team

E.F. Heagen & Associates is located in beautiful San Juan Capistrano and specializes in pensions, investment and retirement planning with over 25 years of experience in the industry.  As an independent firm we are able to offer access to quality investment products and advice – without being driven by any considerations other than our clients’ best interests.   

Since the founding of E.F. Heagen and Associates in 1987, we have developed the experience and expertise to create customized financial plans based on your unique aspirations and goals. We also work to provide the most appropriate investment management strategies that seek to grow and protect your wealth.  

Our team has extensive experience in the pension field working with and advising plan sponsors, fiduciaries, and investment committees that has taught us what the necessary requirements are for effective management of retirement plan investments.  The pension industry is ever-changing and E.F. Heagen & Associates strength is that we are changing along with it — always ahead of the curve.

Please contact our office and we would be happy to discuss the full range of services we provide.

 

Edward F. Heagen is the Owner of E.F. Heagen & Associates. Ed is an LPL Registered Principal, with LPL Financial.

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Scott A. Willingham is financial professional with E.F. Heagen & Associates. Scott has 20 years experience as an independent financial advisor. Prior to that Scott was involved in the Ski and Automobile industries.

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Janet Lloyd

Operations Manager

(949) 487-6711 ext. 202

(949) 487-6883

Janet Lloyd is a Registered Administrative Assistant and Associate with E.F. Heagen & Associates. Janet joined the E.F. Heagen Team in 2005 as a LPL Registered Administrative Assistant and supports the office in numerous ways.

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