E.F. Heagen & Associates

(949) 487-6711

Edward F. Heagen

Edward F. Heagen's Guided Wealth Portfolio

Edward Heagan is the founder of E.F. Heagen & Associates, a trusted financial firm providing wealth planning to families and businesses.

Throughout Ed’s more than 25 year career in Financial Planning, he has educated clients on the financial planning process while helping them pursue their own personal goals. He is especially proud of his success in helping clients make sound financial decisions that address their own personal and unique challenges and goals, especially during life’s transitional moments. This focus has allowed him to become a trusted financial advisor throughout Southern California.

Ed holds the designation of LPL Registered Principal, representing his knowledge of a Global Fiduciary Standard of Excellence. He also holds the Series 7, 24, 31, 51, 63, 65  securities registrations and Investment Advisor Representative registration with LPL Financial.   He is licensed to sell securities, life and long-term care insurance.

Ed has two children, Katee and Carson and resides in San Clemente, California.  Raised in Southern California, Ed is an avid bike rider and enjoys all ocean-related activities, taking advantage of the Southern California lifestyle. 

 

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