Jeffrey J. Heitzman*, CFP®, ChFC
CEO/President
As CEO of Heitzman & Associates, I thrive on gathering information from my clients to determine how to fulfill their needs, objectives, and risk tolerances. I recognize that all client’s needs are different, and offer a variety of investment products and services to fulfill those needs. If my clients have issues or needs we cannot fulfill, we are able to refer them to the right professionals (attorneys, CPA's, etc.).
Our mission is to create and nurture long-term relationships. Our relationship with you will be established on these core values: trust, honesty, and integrity.
I welcome the opportunity to evaluate your current financial situation and to help determine how to fulfill your needs, objectives, and risk tolerances.
I have been married to my wife, Alice for over 30 years, and we have four wonderful children and one grandchild. I enjoy camping, fishing, and hunting with friends and family. Being empty nesters Alice and I are beginning to enjoy some travel. We enjoy music and often will be seen at concerts throughout the year.
Because I am passionate about the education system in West Michigan, I am actively involved in raising money for and supporting Christian education. I have been actively a part of the Foundation for Catholic Secondary Education.
Examinations/Professional Designations:
State of Michigan: Life, Accident & Health License, Variable License and Registration
Securities Registrations: Series 7, Series 63, Series 24, Series 65, Certified Financial Planner (CFP®), Chartered Financial Consultant (ChFC)
Education:
Purdue University, West Lafayette, IN - B.S. Financial Planning
Grand Rapids Junior College, Grand Rapids, MI - Associates Degree, Business Administration