• Paul Heffelfinger

    Financial Advisor

At A Glance:

  • Favorite Advisory Topic: Estate planning
  • Did You Know?? Paul learned to farm and fly small airplanes from his grandfather.

Registrations:

  • Series 7 (General Securities)
  • Series 66 (Uniform Combined State Law)

Licenses:

  • Life Insurance
  • Health Insurance
  • Disability Insurance
  • Fixed and Variable Annuities 

To Paul, being a financial advisor is a shared experience, not just a transactional relationship. His clients are more than, well, clients – they are truly partners. He approaches the relationship as a mutual journey to a successful financial destination, offering advice, knowledge and, most importantly, trust along the way. His passion to help others succeed has been the foundation of his more than 14 years of hands-on financial industry experience, allowing him to develop one-on-one trusted relationships with clients and their families often through multiple generations. 

Paul specializes in helping business owners and retirees in estate planning and wealth transfer strategies, and often talks with clients about the “10,000-foot view.” This approach allows clients to see where they've been, where they are, and the landmarks in front of them to set short and long-term financial goals with Paul’s help and support throughout the journey.  

Paul’s zest for work is only overshadowed by his passion for his family and for his community. Paul and his wife, Laurie, are the proud parents of four young children – Cole, Caleb, Kinsley and Kylie. Paul spends his time outside of the office coaching soccer, chasing the kids (and many animals!) around his farm, as well as enjoying the outdoors as an avid fisherman and hunter. He also dedicates time to the community, actively serving in his church’s youth ministry program and is a board member for the Farm & Natural Lands Trust of York County.