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One on One Financial Appointments

The team at Heffernan has been working with SCU on our 403(b) since 2015 and we are excited to be able to expand the resources they can provide to you. As a Santa Clara University employee, you have access to our independent financial advisors at Heffernan Financial Services as an employee benefit.
Their goal is to assist you with your retirement planning needs and to make sure you have a good understanding of the tools and resources available.  This is your personal employee benefit financial consultation. Please utilize the team as they can assist you in a wide array of financial planning topics.
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(additional dates will be added, please check regularly)