Plan, Prosper and Preserve Your Assets!

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R. Edna Consing Concepcion,  CRFA, CLTC

Certified Retirement Financial Advisor, Financial and Insurance Advisor,

HEIR Financial Planning Founding President

R. Edna Consing Concepcion, a certified Financial Advisor, founding Partner and President of Heritage Investments and Retirement Planning, Inc. and HEIR Financial and Insurance Solution, has more than 30 years of experience in the Financial Industry with Fortune 500 companies. She holds licenses in securities, life and health insurance, mortgage financing and real estate.

 

Ms. Concepcion is a graduate of St. Theresa’s College, Manila and earned her Bachelor’s Degree in Business Management from the University of Maryland (cum laude). She also has program certificates from Wharton School of Business (Finance) and the University of California, Los Angeles (UCLA Anderson) in Management – MDE program. In addition, she has taken special training in Financial and Retirement Planning, Long Term Care  and  National Social Security Benefits for each of which she been given  corresponding Certifications.

 

Ms. Concepcion has received numerous awards as an exemplary business and civic leader. She served as Commissioner of the City of Chula Vista for eight years (2000 – 2008).  She is co-founding Chair/CEO of a business organization, the Philippine American Business Improvement and Development (Phil Am BID) whose mission is to connect commerce, culture and community. Phil Am BID spearheads the successful annual STARBlazers  & TOP HATS “Give Back” Awards Gala.  In between her various business and civic activities, Ms. Concepcion still manages to  volunteer as a  reader to children at the Library and  is a writer - contributor to newspapers, Asian Journal, San Diego and the Philippines and Asian Report.

 

The Financial Planners Association, NAIFA (National Association of Insurance and Financial Advisors), NAPW (National Association of Professional Women), Who’s Who in Financial Planning are among the business and professional organizations Ms. Concepcion are involved with.  Ms. Concepcion and Heritage Investments and Retirement Planning have been awarded the “Most Referred Independent Financial Advisor” for several years. She takes pride and joy in the management of families’ Financial Planning, and in frequent instances, for three generations!

 

 Ms. Concepcion is a recipient of the prestigious 2010 TOFA “The Outstanding Filipino in America” Award given at the Philippine Embassy in Washington D.C.  She was also selected as the first Filipino American to throw the first ceremonial pitch during a Padres Game in 1998 as Celebration of the Philippine Centennial which gives her great memories of a lifetime.

 

She is the happy wife of Engineer and Retired U S Naval Officer Dante E Concepcion and is a proud mother of two -- daughter Rea Therese and son, Dante Raphael, Jr. and a doting grandma to six year old Kiera and three year old Keegan Concepcion.

 

Ms. Concepcion is an enthusiast of theatre plays and musicals and is a voracious reader who takes delight in reading three to four different books at the same time. Simple joys of walks by the water and precious time with family and friends energize her and make her feel truly blessed.

 

is an INDEPENDENT FINANCIAL ADVISORY FIRM.

Plan, Prosper and Preserve Your Assets!

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** Some of the Information on this site has been derived from different resources such as the National Financial Planning Association, Securities and Exchange and  Commission, Department of Insurance and Investopedia

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