JOE HEFFLINGER, JD, CFP® + DIRECTOR & INVESTMENT ADVISER
Joe Hefflinger is a Director & Investment Adviser at Lutz Financial with over 14 years of relevant experience. He specializes in providing both financial planning and investment advisory services.
AREAS OF FOCUS
- Financial Planning
- Investment Advisory Services
- Business Owners
- Retirees
- Corporate Executives & Professionals
AFFILIATIONS AND CREDENTIALS
- Financial Planning Association, Member
- Society of Financial Service Professionals, Member
- Nebraska State Bar Association, Member
- Omaha Bar Association, Member
- Omaha Estate Planning Council, Member
- Certified Financial Planner™
EDUCATIONAL BACKGROUND
- JD, Creighton University School of Law, Omaha, NE
- BS in Economics, Santa Clara University, Santa Clara, CA
COMMUNITY SERVICE
- Partnership 4 Kids - Service League, Past Board Member
- Omaha Venture Group, Member
- Christ the King Sports Club, Member
Achiever | Learner | Competition | Arranger | Focus
CONTACT JOE HEFFLINGER
