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Bob Ericson's
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Current Position:

Financial Advisor at Heckman Financial and Insurance Services, Inc.

Experience:

41 years

Location:

San Jose, California

How to contact Bob Ericson

Last updated:2023-01-27
emaile*****n@wealthcreator.com
phone+1-480-***-**75
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Analytics

According to LinkedIn Bob Ericson started working on 1984, then the employee has changed 5 companies and 5 jobs. On average, Bob Ericson works for one company for 18 years 3 months. Bob Ericson has been working as a Financial Advisor for Heckman Financial and Insurance Services, Inc. for 3896 days. If you are interested in this candidate, contact him directly by using contact details provided by SignalHire.

Work Experience

Financial Advisor at Heckman Financial and Insurance Services, Inc.

Jan 2015 - Current

Regional Director at Financial Knowledge Institute

Jan 2015 - Current

member at Town of Los Gatos

Mar 2005 - Jul 2019

President & founder at Ericson Financial Solutions

Apr 1984 - Jan 2015

Co Founder at Los Gatos Community Foundation

Jan 1991 - Dec 2011

Founding President at member Silicon Valley Planned Giving Council

Jan 1990 - Dec 2011

Education

B.S. in Economics at University of Pennsylvania - The Wharton School

Skills

Wealth Management, Insurance Planning, Insurance, Human Resource Planning, High Net Worth Individuals, Strategic Planning, Asset Allocation, Small Business, Human Resources, Financial Advisory

Frequently Asked Questions

How long has Bob Ericson been working as a Financial Advisor?

Bob Ericson's total experience in various companies as a Financial Advisor 10 years 8 months.

What is Bob Ericson's minimum period of employment in the companies?

Bob Ericson's minimum period of employment in various companies is 14 years 4 months.

What is Bob Ericson's average duration of employment for different companies?

On average, Bob Ericson works for one company for 22 years

What industries has Bob Ericson worked in?

Bob Ericson works in the Financial Services. Previously, Bob Ericson worked in the Government Administration.

What positions has Bob Ericson held before?

Previously, Bob Ericson worked as a Regional Director, and member, and President & founder, and Co Founder, and Founding President.

How do I contact Bob Ericson?

Bob Ericson's email address is e*****n@wealthcreator.com, phone number is +1-480-***-**75. Sign up to get contact details.

Who is the President/CEO/Director of the Heckman Financial and Insurance Services, Inc.?

The President/CEO/Director of the Heckman Financial and Insurance Services, Inc. is Jennine Busch

Who are Bob Ericson's peers at other companies?

Bob Ericson's peers at other companies are Erin Spina and Stephanie Palmer and Joel Matthews
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