Heffernan Financial Services Promotes Rebecca Tapia to Education and Communication Specialist

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Feb 09, 2012, 04:03 ET

SAN FRANCISCO, Feb. 9, 2012 /PRNewswire/ -- Heffernan Financial Services, a division of Heffernan Insurance Brokers, one of the largest independent insurance brokerage firms in the United States, is pleased to announce the promotion of Rebecca Tapia as Education and Communication Specialist.

In Tapia's new role, she will be working closely with retirement plan sponsors conducting client education and enrollment meetings, as well as meeting one on one with individual client/employee participants to help them with their financial planning needs.

"On behalf of the entire Heffernan Financial Services team, we are thrilled for Rebecca in her individual efforts, commitment and achievements. I am proud to have her on our team," said Steve Williams, Heffernan's President of Financial Services and Employee Benefits.

Heffernan Financial Services was named one of PLANADVISER's 2010 Top 100 Retirement Plan Advisers and Adviser Teams of the Year.

About Heffernan Financial Services

Heffernan Financial Services advises individuals, corporations and endowments. Founded in 1991, the firm specializes in integrated financial advice and offers a full array of in-house services that include investment advisory, corporate retirement plan design and implementation, estate and financial planning, nonprofit consulting, and cash management. Heffernan Financial Services was named one of the Top Wealth Advisors in the Greater Bay Area in 2011 by the San Francisco Business Times based on quantitative and qualitative criteria. Heffernan Financial Services was also named one of PLANADVISER's 2010 Top 100 Retirement Plan Advisers and Adviser Teams of the Year based on nominations from industry peers and quantitative factors, including number of plans and dollar value of plan assets under advisement.

For more information, please visit heffgroupfs.com or call 800.829.9996. License # 0564249.

SOURCE Heffernan Financial Services