Joe Hefflinger

Portfolio Manager-Equities at Lutz Financial Services LLC

Consumer Services

Finance

Profile

Dr. Joseph R.
Hefflinger is an Investment Adviser at Lutz Financial Services LLC.
He has over 15 years of relevant experience, he specializes in comprehensive financial planning and investment advisory services for professionals, business owners, and retirees.
Prior to joining Lutz Financial, he served for over six years as a Corporate Attorney at Koley Jessen and a Wealth Advisor for three years at SilverStone Group.
Dr. Hefflinger holds a BS in Economics from the Santa Clara University, Santa Clara, CA and earned his Juris Doctor from the Creighton University School of Law, Omaha, NE.
He is a Certified Financial Planner, a Member of Financial Planning Association, Society of Financial Service Professionals, Nebraska State Bar Association, Omaha Bar Association and Omaha Estate Planning Council.

Joe Hefflinger active positions

Companies	Position	Start
Lutz Financial Services LLC Lutz Financial Services LLC Investment ManagersFinance Lutz Financial Services LLC (Lutz Financial) is a SEC-registered investment advisor and wealth management firm headquartered in Omaha, Nebraska. The firm was founded by James Boulay in 2000 and is a subsidiary of Ectart LLC. Lutz Financial provides discretionary or non-discretionary investment advisory services to individuals, high net-worth individuals, retirement plans, charitable organizations, and business entities.	Portfolio Manager-Equities	2014-12-31

All active positions of Joe Hefflinger

Training of Joe Hefflinger

Creighton University School of Law	Graduate Degree
Santa Clara University	Undergraduate Degree

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Private companies	1
Lutz Financial Services LLC Lutz Financial Services LLC Investment ManagersFinance Lutz Financial Services LLC (Lutz Financial) is a SEC-registered investment advisor and wealth management firm headquartered in Omaha, Nebraska. The firm was founded by James Boulay in 2000 and is a subsidiary of Ectart LLC. Lutz Financial provides discretionary or non-discretionary investment advisory services to individuals, high net-worth individuals, retirement plans, charitable organizations, and business entities.	Finance