Kim Heffernan, CFP®
Financial Advisor
Kim Heffernan joined Northwest Financial Advisors (NWFA) as a Client Service Assistant in September 2016. Having proven herself to be a highly knowledgeable, qualified and client-focused member of the team, she progressively advanced to her current Financial Advisor role.
Kim began her financial services career at Omega Wealth Management where she worked directly under a CERTIFIED FINANCIAL PLANNER™ professional to gain a solid understanding of the financial planning profession. She previously worked at Intelsat, a communications satellite services provider, conducting financial planning and analysis for the business.
LPL Financial, the nation’s largest broker/dealer1 and a partner to NWFA, selected Kim for its 2022 Achieve Rising Star scholarship, a recognition honoring the next generation of top-producing female advisors.2 Kim was among only 21 winners selected out of approximately 2,000 eligible candidates nationwide.
Kim graduated from Virginia Polytechnic Institute with a degree in Finance/Financial Planning. At NWFA, she has put her alma mater’s motto Ut Prosim (That I May Serve) into practice. In addition to her financially focused college education, she earned her FINRA Series 7 and Series 63 licenses.3 Not one to eschew learning and growing on behalf of our clientele, Kim also earned the respected CERTIFIED FINANCIAL PLANNER™ (CFP®) certification in early 2019.
Kim grew up just down the street from NWFA’s Herndon office in Oak Hill, Virginia, and now resides in Arlington, Virginia. When she has time to relax, she likes to hike, spend time with family and friends and travel. She also enjoys attending various DC sporting events, including the Washington Nationals and Washington Capitals games, as well as supporting the Virginia Tech Hokies.
For videos and webinars on various topics visit Kim's website at kheffernan.nwfllc.com.
1 As reported by Financial Planning magazine, June 1996-2021, based on total revenue.
2 Award criteria include being a female advisor with 3-10 years of experience in the industry, a minimum of 1 year with LPL Financial and who is not a previous scholarship winner, among other qualitative factors.
3 Licenses held with LPL Financial.
