Heffernan Financial Services Expands by Adding Jennifer Owen as Financial Advisor

By a News Reporter-Staff News Editor at Investment Weekly News -- Heffernan Financial Services, a division of Heffernan Insurance Brokers, announced that Jennifer Owen has joined its team to serve as Financial Advisor in the Irvine, Calif. branch.

Owen comes to Heffernan with over 10 years of experience in the financial services industry. She began her career with MetLife working in sales, training, and advanced planning, where she consulted with financial advisors, clients, and their legal and tax advisors on investment management, retirement, tax planning, and trust and estate planning. Later, she worked at BNY Mellon Wealth Management, specializing in the investment and planning needs of high net worth clients.

"We're excited to add an experienced certified financial planner to our team," said Blake Thibault, Managing Director, Heffernan Financial Services. "Jen shares our passion for promoting financial wellness and literacy and we look forward to her helping our clients with all their financial needs."

Owen graduated Cum Laude from the University of Arizona's Eller College of Management with a Bachelor of Science in finance. She is a Certified Financial Planner™ practitioner and Retirement Income Certified Professional (RICP®).

Keywords for this news article include: Finance and Investment, Investment and Finance, Heffernan Financial Services.

Our reports deliver fact-based news of research and discoveries from around the world. Copyright 2017, NewsRx LLC