Harpal Sangha

Employer firm

Heckman Financial & Insurance Services, Inc. CRD 111549

$116M regulatory AUM 22 advisory clients

Reported services (Item 5G)

• Financial planning
• Portfolio management (individuals)
• Pension consulting
• Selection of other advisers
• Educational seminars

From the firm’s Form ADV. Read the guides:

• Item 5F — Regulatory AUM
• Item 5G — Advisory services
• Full firm profile

Current Employers

Employment History

• 04/2006 → 11/2020
  Abington Stores & Post Office
  Cambridge
• 03/2018 → 06/2025
  Cantab Asset Management Ltd.
  Cambridge
• 11/2025 → Present
  Heckman Financial & Insurance Services, Inc.
  San Jose, CA
• 02/2026 → Present
  Heckman Financial & Insurance Services, Inc.
  San Jose, CA
• 07/2025 → 10/2025
  Unemployed
  San Jose , CA

Other Businesses

(1) Heckman Financial & Insurance Services, Inc.; Yes; San Jose, CA; Insurance & Advisory Services; Insurance Agent; 11/2025; 10% of total time spent on this activity.

Exams

• S65 Uniform Investment Adviser Law Examination
  2026-01-31

Other Names

• Harry Sangha