Gerard Heneghan, MSc, CFP®, QFA, PB, SIA, LIB has over 18 years of experience in the financial services industry. Gerard began their career in 2002 as an Insurance & Investments Manager at Bank of Ireland Life. Gerard then moved to First Active in 2007 as a Financial Consultant. In 2009, Gerard joined Ulster Bank as a Financial Planning Manager and Relationship Manager ASU. Gerard then moved to Northstar in 2022 as a Certified Financial Planner. Most recently, Gerard has been a Senior Financial Advisor at Irish Life since 2020.
Gerard Heneghan, MSc, CFP®, QFA, PB, SIA, LIB has a comprehensive education history. In 2015-2016, they obtained a Professional Diploma in Financial Services from University College Dublin. From 2018-2020, they obtained a Graduate Diploma in Financial Planning and a Certified Financial Planner CFP® from University College Dublin. In 2020, they obtained a Masters in Financial Services from University College Dublin and a Blockchain Certificate from Ivan on Tech Academy. Additionally, in 2012 they obtained a QFA from University College Dublin (UCD) Job Vacancies.
October, 2022 - present
Certified Financial Planner at Beacon Pointe
Certified Financial Planner at Prime Capital Investment Advisors
Certified Financial Planner at Mission Square Retirement
Certified Financial Planner at American Portfolios
Certified Financial Planner at IG Wealth Management