Jeffrey J. Heitzman*, CFP®, ChFC
CEO/President
Jeffrey Heitzman is the CEO of Heitzman & Associates Inc., where he is dedicated to helping clients navigate their financial lives with clarity and confidence. He takes a personalized approach to financial planning, focusing on understanding each client’s unique goals, priorities, and comfort with risk in order to develop strategies tailored to their needs.
Jeffrey provides access to a broad range of investment products and planning services. When appropriate, he collaborates with a network of trusted professionals—including attorneys and CPAs—to ensure clients receive well-rounded guidance across all areas of their financial lives.
With a commitment to building long-term relationships grounded in trust, honesty, and integrity, Jeffrey strives to deliver thoughtful, client-focused advice. He welcomes the opportunity to review existing strategies and help clients move toward the goals that matter most to them.
Outside of the office, Jeffrey values time spent with his family and is grateful for the relationships he has built throughout his career. These experiences reinforce his belief that service is at the core of meaningful work and continue to inspire his dedication to his clients, his family, and his community.
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