Joe Hefflinger

Portfolio Manager-Equities at

Lutz Financial Services LLC

Consumer Services

Finance

Profile

Dr. Joseph R.
Hefflinger is an Investment Advisor & Principal 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 creates investment solutions to fit their client’s unique characteristics and needs. The firm’s approach is disciplined by design and seeks to maximize diversification and tax efficiency while minimizing costs. They build portfolios using traditional mutual funds and exchange-traded funds. Ongoing research and analysis are conducted to ensure they balance the tradeoff between risk and return.	Portfolio Manager-Equities	2014-12-31

All active positions of Joe Hefflinger

Training of Joe Hefflinger

Experiences
Positions held

Active

Inactive

Listed companies

Private companies

See the detail of Joe Hefflinger's experience

Connections

1st degree connections

1st degree companies

Male

Female

Members of the board

Executives

See the personal network

Linked companies

Private companies	3
Santa Clara University Santa Clara University Other Consumer ServicesConsumer Services Functions as a College/University	Consumer Services
Lutz Financial Services LLC Lutz Financial Services LLC Investment ManagersFinance Lutz Financial creates investment solutions to fit their client’s unique characteristics and needs. The firm’s approach is disciplined by design and seeks to maximize diversification and tax efficiency while minimizing costs. They build portfolios using traditional mutual funds and exchange-traded funds. Ongoing research and analysis are conducted to ensure they balance the tradeoff between risk and return.	Finance
Creighton University School of Law Creighton University School of Law Other Consumer ServicesConsumer Services Functions as a College/University	Consumer Services