Broker Check
Jeffrey J. Heitzman, CFP®, ChFC

Jeffrey J. Heitzman, CFP®, ChFC

CEO/President

Examinations/Professional Designations:

  • State of Michigan: Life, Accident & Health License, Variable License and Registration
  • Securities Registrations: Series 7-General Securities, Series 63-USASLE, Series 24-General Securities Principal,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

 

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.).
I feel that with over 50 years of combined financial service experience here in our office comes a certain wisdom, knowledge, and "common sense", essential in quality financial planning strategies.

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.

At Heitzman & Associates, we believe in professional client service and satisfaction. We are committed to taking away our client’s financial fears.

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 close to 25 years and we have four wonderful children.  Our oldest, Ashley, is finishing up her degree and focusing on her career, but helps here in the firm as needed.  Our three boys are also very active in work, school, sports, and family activities. 

While not in the office, I enjoy watching my kids playing soccer, baseball, basketball, rugby and much more.  Personally, I enjoy camping, fishing, and hunting with my three sons.

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 apart of the Foundation for Catholic Secondary Education and am currently a Board Member.  I was actively involved in raising money for both the church and the schools (http://community.fcse.grcss.org) ; as well as Instruments of Peace (http://instrumentsofpeace.com)