Equitable
Bernie Heffernon is a seasoned financial professional with extensive experience in retirement plan consulting and investment management. Currently serving as Divisional Vice President at Equitable since February 2020, Bernie is a registered representative of Equitable Distributors and an agent of Equitable Financial Life Insurance Company. Prior to this role, Bernie held positions such as Senior Plan Consultant at Advanced Capital Group and Senior Vice President of Tax Exempt Markets at Voya Financial. With a career that includes significant leadership roles at ING and Aetna Financial Services, Bernie has demonstrated expertise in managing sales and distribution channels across various markets, including education, government, and healthcare. Bernie holds a Bachelor of General Studies in Personnel Administration from The University of Kansas and earned the Certified Fund Specialist designation in 1999.
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Equitable
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Equitable is one of America’s leading financial services companies. Founded originally in 1859, the company’s mission is to help clients secure their financial well-being with advice, protection and retirement strategies for individuals, families and small businesses.