Heffernan Hires Retirement and Investment Adviser

Sorensen will work with corporations, foundations and individuals with a focus on managing employees’ individual investments once they withdraw their money from their retirement plans.

Sorensen has served in key roles for various investment firms in the San Francisco Bay area. He was in institutional retirement at Wells Fargo Bank for 10 years, most recently as national vice president of sales. His previous roles include positions at Financial Engines and Barclays Global Investors. He brings more than 25 years of experience in sales, relationship management, management and consulting in financial services and retirement planning.

Sorensen holds a bachelor’s degree from Dartmouth College and a master’s degree in business administration from the University of California at Berkeley.

Heffernan Financial Services was named one of PLANADVISER’s Top 100 Retirement Plan Advisers and Adviser Teams of the Year in 2010 and in 2013.