John Heise Email & Phone Number
President and CEO
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John Heise Location
- Concord, NH, US
John Heise Work
- President and CEO @ Atlas Fiduciary Services, Inc. (July 2022 - Present)
- President and CEO @ Atlas Pension Administrators, Inc. (July 2022 - Present)
- Owner @ Atlas Financial Group, LLC (January 2001 - Present)
- Certified Financial Planner @ (January 2016 - May 2024)
- Senior Financial Planner @ New England Financial (March 2003 - July 2006)
- Registered Representative @ (June 1997 - March 2003)
John Heise Education
- Southern New Hampshire University
BS (Accounting)
1993-1997
John Heise Skills
- Alternative Investments
- Estate Planning
- Financial Advisory
- Series 63
- Financial Planners
- Fixed Annuities
- Pensions
- Insurance
- Fiduciary Services
- Retirement Planning
- Financial Planning
- Portfolio Management
- IRAs
- Investments
- Finance
- 401k
- Strategic Planning
- Asset Allocation
- Investment Advisory
- Financial Services
- Wealth Management
- Life Insurance
- Mutual Funds
- Strategic Financial Planning
- Investment Strategies
- Risk Management
- Asset Management
- Long Term Care
- Financial Analysis
- Disability Insurance
- Long Term Care Insurance
- Small Business
- 401k Rollovers
- Strategic Financial
- ETFs
- Health Insurance
- Retirement
- Series 7
- Employee Benefits
- Securities
John Heise Summary
- John Heise, based in Concord, NH, US, is currently a President and CEO at Atlas Fiduciary Services, Inc.. John Heise brings experience from previous roles at Atlas Pension Administrators, Inc., Atlas Financial Group, LLC, Cambridge Investment Research, Inc. and New England Financial. John Heise holds a 1993 - 1997 BS in Accounting @ Southern New Hampshire University. With a robust skill set that includes Alternative Investments, Estate Planning, Financial Advisory, Series 63, Financial Planners and more. John Heise has 1 emails and 1 mobile phone numbers on RocketReach.
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