Adam Heapy
Wealth Manager, PFG | Helping professionals on the corporate and owner side design and manage a wealth plan that outlives them through 401(k) plan optimization and tax-efficient investment strategies.
- Role
- Wealth Manager at Pension Financial Group, Llc
- Location
- Los Angeles, CA, US
- LinkedIn followers
- 500 followers
About Adam Heapy
Wealth Manager providing portfolio management and retirement planning for individuals and 401(k) plan design for business owners. I combine technical market analysis with transparent communication to help clients manage and invest their assets.Advisory services offered through NewEdge Advisors, LLC, a registered investment adviser. Securities offered through NewEdge Securities, LLC. Advisory services are only offered to clients where NewEdge Advisors, LLC, and its representatives are properly licensed or exempt from licensure. The information contained herein is solely for informational purposes. Past performance is no guarantee of future returns. Investing involves risk and possible loss of principal capital. No advice may be rendered by NewEdge Advisors, LLC unless a client service agreement is in place. Third-party posts found on this profile do not reflect the views of NewEdge Advisors, LLC, and have not been reviewed by either entity for accuracy or completeness.
Experience
Wealth Manager
May 2025 — Present
As a wealth manager I collaborate directly with clients to build and implement personalized financial strategies that align with their long-term goals. My role encompasses comprehensive wealth planning, investment management, and relationship development.I manage and advise on diversified portfolios with a focus on fixed-income and equity strategies. This includes- Constructing and maintaining custom investment models, including active management of bond ladders, Treasuries, and maturity reinvestments- Rebalancing portfolios and executing trades to align with client objectives and market dynamics- Meeting regularly with clients to discuss financial goals, review performance, and adjust investment strategies as needed; building strong relationships through clear communication.
Education
California State University, Long Beach
Bachelor's degree, Economics
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