Adam B. Heapy

Financial Advisor | Wealth Manager
 

Professional Experience

As a Wealth Manager at Pension Financial Group, Adam leverages his expertise in investment strategy, portfolio analysis, and client service to support individuals and families in achieving their long-term financial goals. He holds the NASAA Series 65 Uniform Investment Adviser Law license, qualifying him to provide investment advice and manage client portfolios as a fiduciary.

Adam began his journey with Pension Financial Group as an Intern and Client Services Associate, gaining hands-on experience across investment operations and client relationship management. His analytical mindset and passion for helping people make informed financial decisions continue to shape his approach as an advisor.

He is currently pursuing a Business Economics degree at California State University, Long Beach, where his academic focus in financial strategy and market analysis complements his professional experience.

Adam’s interest in finance started early—he began managing his own investments as a teenager and interned as an analyst for his university’s investment portfolio. These early experiences cemented his desire to guide others through complex financial decisions and empower them to build secure, successful futures.

In addition to his financial background, Adam brings diverse experience in customer service, construction management, and financial modeling. This well-rounded perspective enhances his ability to connect with clients from all walks of life and deliver tailored, easy-to-understand investment solutions.

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