Daire Heneghan, CFA

4.7 (10)
From San Francisco, CA
SinceJanuary, 2022
About
For working professionals, retirees, individuals nearing retirement, and small to large business owners, I offer personal financial planning services. Taking a holistic and comprehensive approach, I thoroughly examine each financial situation by asking numerous questions to best serve my clients.

With FINRA licenses 7 and 66 in General Securities and Investment Advisor and a Chartered Financial Analyst (CFA) designation along with a California Insurance License, I specialize in the following areas:
- Developing diverse investment portfolios for long-term management
- Implementing tax-advantaged strategies for individuals, families, and businesses
- Conducting long-term planning with options such as brokerage accounts, cash value life insurance, IRAs, and Roth IRAs
- Planning for education expenses including college and further education
- Assisting with family trusts, estate planning, and charitable remainder trusts
- Helping small to medium-sized businesses in California with 401k plans and employee benefits for staff retention
- Applying tax-advantaged executive compensation strategies
- Providing long-term care insurance for relatives of working families.
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Reviews

Service as described 4.7
Communication 4.7
Punctuality 4.7
SA
Stephanie A.
on Daire Heneghan, CFA
I have had the pleasure of knowing Daire on both a personal and professional level for many years. He is an exceptional individual - easy to communicate with and possesses a profound understanding of all things finance. His extensive knowledge in both the financial and business fields is unparalleled. Daire is highly skilled and can delve into complex topics in great detail. Moreover, he can break down even the most intricate information into easily understandable guidelines and steps. For the past five years, he has been my trusted financial advisor and will undoubtedly continue to be so for years to come. I 100% recommend Daire without hesitation.
September 29, 2022
CM
Courtney M.
on Daire Heneghan, CFA
As a proprietor of a petite enterprise, I was referred to Dáire, who assisted me in restructuring my business debts. He also facilitated in setting up a college fund for my daughter and procuring life insurance for my wife. We aspire to continue availing his services for many years to come.
July 22, 2022
MB
Michael B.
on Daire Heneghan, CFA
Daire's assistance proved invaluable in mitigating risks for our retirement portfolios as my wife and I (62) approached this stage in life. His advice offered us the much-needed reassurance, and we are grateful for his expertise. -Denis.
July 20, 2022
JW
Jennifer W.
on Daire Heneghan, CFA
My initial impression of Daire is that he is a reliable man. Communicating with him comes naturally to me, which is impressive. I approached him initially regarding an investment query on a modest savings account. Daire addressed that issue excellently, and subsequently guided my spouse and me with our retirement arrangements, and other financial choices that we had never considered. Not only is he a meticulous strategist, but his recommendations are top-notch.
July 20, 2022
BY
Brandon Y.
on Daire Heneghan, CFA
Daire is an excellent consultant with vast knowledge about various things that I find captivating. He is straightforward and concise in his communication. Our initial contact was through zoom, followed by a physical meet-up where we discussed a plan for the coming years. Presently, we carry out all other communication through email, phone/zoom, and essential documentation via docusign. I always feel at ease with Daire as he keeps me updated on market trends with each conversation we have.
July 19, 2022