Dan Heffernan, AIF®, RICP®

Dan Heffernan, AIF®, RICP®

Wealth Advisor

 

Dan Heffernan, AIF®, RICP® is an Accredited Investment Fiduciary® and Retirement Income Certified Professional® who joined Gottfried & Somberg Wealth Management, LLC, in May 2006. Dan graduated with honors from Northeastern University, where he earned his bachelor's degree.


As an experienced financial professional, Dan vicariously retires dozens of times a year—taking clients' retirement personally and helping them pursue the financial goals they've invested in for decades.


Specializing in income planning and investment analysis, Dan has a unique blend of interpersonal skills and financial planning abilities. His work brings together several aspects of asset management and retirement income planning into a cohesive financial plan, providing clients with a single, unified course of big-picture action all in one place.


Dan holds numerous professional certifications and registrations, including FINRA Series 6, 7, 63, and 65 securities registrations through Commonwealth Financial Network®, and his Connecticut life and health insurance licenses. Dan is a Registered Representative and Investment Adviser Representative of Commonwealth, an independent broker/dealer and registered investment adviser. 


Dan currently resides in Wethersfield with his wife Tiare and dog Stewart.



2014-2023 Five Star Professional Wealth Manager Award, created by Five Star Professional. The 2023 award was presented in on November 2023 based on data gathered within 12 preceding the issue date. 3,564 Connecticut -area advisors were considered, 313 were recognized. Advisors pay a fee to hold out marketing materials. Not indicative of advisor's future performance. Your experience may vary. For more information, please visit www.fivestarprofessional.com.



Since 2017—The educational, ethical, and experience requirements established by the Board of Trustees of The American College of Financial Services have been satisfied. The right to use the RICP® designation is contingent on adherence to the ethics, Continuing Education and other requirements of The College’s Professional Recertification Program and requires ongoing recertification.