Who is Moran, Kimura & Heising LLC?

Our team consists of four financial planning and Investment Adviser Representatives supported by an administrative staff of five skilled and experienced client service professionals.

We have well defined processes:

  • Planning: Our unique consultative process helps you make informed financial decisions.
  • Investing: Our academically based investment process contains five risk reduction methods, helping you to work towards reaching your goals more confidently and reliably.
  • Coordination: We work with other outside professionals, including your CPA and attorney, to create integrated strategies, not conflicting ones.

We’re relationship driven:

  • We provide personalized service: We limit the number of clients we serve, seeking to ensure a higher level of responsiveness.
  • We listen: We listen to you to understand your concerns, your needs and your situation before any actions are taken.
  • We make it easy: Our focus is to make your life easier and less complicated, saving you time.
  • We have a high referral rate: Our business grows by referral, not by mass-marketing. This gives us time to watch over your affairs instead of looking for our next client.

Our background and resources:

  • Experience: All of our four financial advisors are established and experienced, with nearly sixty years of collective experience. All of our four financial advisors also hold the Certified Financial Planner (CFP) designation.
  • Recognition: We have received local and national recognition for our problem-solving skills and service to our profession. For example, Rich Moran was named one of the "100 Most Exclusive Financial Advisors" by the editors of Worth Magazine in 2004. He was similarly named one of the "250 Best Financial Advisors" in six earlier years. He also currently serves on the Editorial Review Board for the Journal of Financial Planning, the principal peer-reviewed publication for certified financial planning practitioners. Alex Kimura is the principal author of the retirement chapter for FInancial Physicians and Healthcare Professionals, which is published by Harcourt Brace and Aspen Publishers has been through several editions. RIch, Alex and Paul Heising have all been quoted in national trade publications.
  • Efficient decision making through shared knowledge: Although each of us is responsible for our own clients, we follow a consistent process of assisting our clients and share ideas through collaboration. This results in more efficient decision making for you.
  • Continuity of Service: We have signed agreements with each other providing continuity of help for you in case unforeseen events were to incapacitate any of us.