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.

Read more

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.

Read more

Eileen Heagen

LPL Financial Registered Administrative Assistant

(949) 487 6711 ext. 204

(949) 487-6883

Inspired by a desire to understand the investment world and to help others do the same, Eileen acquired securities registrations currently held with LPL Financial: the Series 7 and 66 licenses. Eileen is an LPL Financial Registered...

Read more

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.

Read more

 

Have A Question?







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?

The Cost of Procrastination

Don't let procrastination keep you from pursuing your financial dreams and goals.

Jane Bond: Decoding Diversification

Agent Jane Bond is on the case, discovering how bonds diversify a portfolio.