Heffernan Investment Advisors Hires Peter Sorensen, Retirement and Investment Advisor

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Jul 10, 2013, 07:08 ET

SAN FRANCISCO, July 10, 2013 /PRNewswire/ -- Heffernan Financial Services recently hired Peter Sorensen to join its San Francisco office as a Retirement and Investment Advisor for Heffernan Investment Advisors. Sorensen will work with corporations, foundations and individuals with a focus on managing employee's individual investments once they withdraw their money from their retirement plans.

Sorensen has served in key roles for various investment firms in the San Francisco Bay Area, and brings over 25 years of experience in sales, relationship management, management and consulting in the financial services and retirement plan fields.

"With Pete's years of experience on the institutional retirement side at Wells Fargo for the past decade, he has both the experience and creativeness to help Heffernan Investment Advisors grow our individual wealth management platform," said Steve Williams, President of Financial Services and Employee Benefits.

Sorensen graduated from Dartmouth and holds a Master of Business Administration from University of California, Berkeley.

About Heffernan Financial Services

Heffernan Financial Services advises individuals, corporations and endowments. Founded in 1991, the firm specializes in integrated financial advice and offers an array of 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 2012 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.

About Heffernan Investment Advisors

Heffernan Investment Advisors, a part of Heffernan Financial Services, is a privately held registered investment advisory firm, offering investment advice for corporations, foundations and individuals. HIA is a fee-only investment advisor, and is owned by Heffernan Insurance Brokers, a full-service, independent insurance brokerage firm in California (License 0564249).

SOURCE Heffernan Financial Services