Adam Heapy

Intern / Client Services Associate
 

Professional Experience

As an Intern and Client Services Associate at Pension Financial Group, Adam is gaining hands-on experience in investment strategy, portfolio analysis, and client services. His role includes assisting with administrative functions and ensuring that every client interaction is seamless and positive. Adam brings a keen analytical mindset and a passion for helping individuals make informed financial decisions.

Adam is currently pursuing a Business Economics degree at California State University, Long Beach, where he has developed strong foundational skills in financial strategy, market analysis, and operational efficiency. His studies complement his real-world experience as he works toward obtaining his NASAA Series 65 Uniform Investment Advisor Law license.

His interest in finance started early—he began managing his own investments as a teenager and later interned as an analyst for his university’s investment portfolio. Through his experiences, Adam realized his passion for helping people navigate complex financial concepts and make strategic choices that unlock new opportunities.

Adam’s diverse background includes experience in customer service, construction management, and financial modeling, giving him a unique ability to relate to clients from all walks of life. His goal is to simplify investment solutions and help clients feel confident and excited about their financial futures. 

Beyond the Office

Outside of work, Adam is passionate about motocross, snowboarding, and fishing. These hobbies have instilled in him a strong sense of discipline, persistence, and attention to detail—values that translate into his approach to financial planning. His faith plays a central role in his work, driving his commitment to providing ethical, transparent, and client-focused guidance.

Contact Adam
Phone: 562-594-9938 Option #4
Email: Adam@PetroPensions.com