John Clark

Assistant Vice President / Advisor
Heffernan Financial Services
Phone: 
415-808-1370

John Clark serves as a member of the Corporate Retirement Plan Committee, and has direct relationship responsibility for a number of the Firm’s clients.

Mr. Clark has been working in the corporate and non-profit retirement industry since his graduation from the University of Michigan with a Bachelor or Arts in Economics in 2004. He holds responsibility for benchmarking the retirement plans of our corporate clients in the areas of vendor evaluation, investment selection and monitoring, and plan design. He also conducts annual fiduciary reviews and creating educational campaigns for our corporate clients. Prior to Heffernan, Mr. Clark with ING Financial Advisors as a Corporate Retirement Specialist working on the provider side with corporations to design and implement retirement plans. He also holds Series 6 and Series 63 registrations and is pursuing his Series 66.