Company profile

Our Company

Hepburn Financial Group (HFG) is a fee-based financial planning firm that offers families tailored risk management policies, innovative investment strategies and creative planning solutions. HFG is dedicated to building wealth for each client through the principles of education, protection and planning and continuously informs its clients of the tools and strategies available to make profitable and informed decisions with their resources.

 

We explore opportunities to plan for your family's future, secure against disaster, and increase your wealth through customized services.

Wealth Management:  Grow your wealth through sound investments, asset management, and financial advice.

Risk Management: Never be caught off guard. Prepare for life's potentials and inevitables with annuities and a layer of protection afforded by life, disability and long term care insurances.

Planning: Ease life's largest transitions with education, retirement, and estate planning.

company_profile

Interested in a career with HFG? Please fill our Job Application Form

 

Our Leadership

Ric Hepburn Jr.

President

Ric Hepburn Jr. entered the financial services field in 2003 and is the current President and founder of Hepburn Financial Group.  An innovative Registered Investment Advisor and an overall disciplined financial professional, Ric is an active member of the community participating in the LAPD’s Honor and Strength Community Reentry and Rehabilitation Program (HAS). Ric’s skill and experience recently earned him the designation of Certified Financial Educator and enabled him to help his clients achieve financial security and gain confidence about their long-term financial well-being.  Along with this designation, Ric has partnered Hepburn Financial Group with the non-profit organization Heartland Institute of Financial Education in order to promote financial literacy in the workplace and offer CE credits to Human Resource professionals that attend his workshops.  He is an active member of the Society for Human Resource Management (SHRM) and Southern California Management Association (SMA).  Ric is also Treasurer of Elite Properties LLC which owns and manages Madison Mining Company which controls the US Grant precious metal mining and milling operation – a $25 million dollar asset that can produce over $50 million in revenue per year.

 

Ric Hepburn’s professional certifications include the CFEd® (Certified Financial Educator), Certified Life Accident & Health Insurance Agent, NASD Series 63 State Securities Administrator, the NASD Series 6 Investment co. Variable Products, NASD Series 65 Uniform Investment Advisor and he is currently pursuing his Chartered Financial Consultant designation.

Charlie Brissette

Vice President

Charlie Brissette is excited to bring his 18 years as a real estate investor to Hepburn Financial Group. His contributions as a member of the HFG Board of Directors include investement analysis, project presentation, and deal structuring. He is committed to bringing the high rate-of-return/low risk projects that Hepburn Financial Group is known for and investors love.

 

 

 

Our Alliances

 

Heartland Institute of Financial Education

The Heartland Institute provides financial education programs for companies and organizations that want their people to enjoy a more financially secure future. When employees and members are more sure of their future and working toward their goals through a sound game plan they are more productive in the workplace. The programs are offered through alliances with some of the nation’s top educational institutions and are taught by CFEd® instructors.

 

Flaig, Mirroknian & Gordon, LLP

Flaig, Mirroknian & Gordon has a mission to provide its clients with the finest legal service through zealous and aggressive representation, personal attention and professional diligence. They strive to make lasting relationships with their clients that begin with a committment to excellence...

 

Beverly Hills Chamber of Commerce

Beverly Hills Chamber of Commerce is the unrivaled authority of business – advocating on its behalf, anticipating trends, advancing knowledge, creating innovative practices that inspire and invigorate, and embodying a professional conscience. The organization has been leading businesses to success since 1923.