CERTIFIED FINANCIAL PLANNER™ (CFP®)
Harvard University, M.B.A.; Rice University, B.A. and B.S., Mechanical Engineering; University of California Los Angeles (UCLA), Certificate in Financial Planning
Don’t let money take over your life. Get rich slowly; stay rich carefully.
Mr. Henry has twenty years experience as a personal financial advisor, primarily in planning, investing for, and managing the financial aspects of retirement. His experience includes four years as a president of an independent registered investment advisory firm, ten years as an investment advisory representative of LPL Financial and six years with EPWA. Before entering the investment and financial planning business Mr. Henry had a career as an engineer and project manager for Bechtel Corporation in the design and construction of major industrial facilities. He and his wife Jeanne have lived in Palos Verdes Estates, California, since 1978. They are active in various community affairs, and have two grown children.