Joe Hefflinger

Gestionnaire de Portefeuille-Actions chez Lutz Financial Services LLC

Profil

Dr. Joseph R.
Hefflinger is an Investment Adviser at Lutz Financial Services LLC.
He has over 15 years of relevant experience, he specializes in comprehensive financial planning and investment advisory services for professionals, business owners, and retirees.
Prior to joining Lutz Financial, he served for over six years as a Corporate Attorney at Koley Jessen and a Wealth Advisor for three years at SilverStone Group.
Dr. Hefflinger holds a BS in Economics from the Santa Clara University, Santa Clara, CA and earned his Juris Doctor from the Creighton University School of Law, Omaha, NE.
He is a Certified Financial Planner, a Member of Financial Planning Association, Society of Financial Service Professionals, Nebraska State Bar Association, Omaha Bar Association and Omaha Estate Planning Council.

Postes actifs de Joe Hefflinger

Sociétés	Poste	Début
Lutz Financial Services LLC	Gestionnaire de Portefeuille-Actions	01/01/2015

Formation de Joe Hefflinger

Creighton University School of Law	Graduate Degree
Santa Clara University	Undergraduate Degree