Henry has a passion for leadership, coaching and instills a pay-it-forward mentality. Today, he strives to help empower others personally and professionally, to create a better tomorrow, and to help steer his clients away from the turbulent shoes that he's been in in the past.
Clients choose to work with Henry from the initial meeting, as transparency drives an understanding that he has their best interest first, by acting honestly, competently, ethically, objectively, and candidly.
They choose to stay with him because they know that they can rely on him as their first financial resource. Henry is a problem solver and his clients understand that he may not always have the answer or solution, but he will diligently work towards finding one.
Henry understands that money should not be the end-all goal, but it goes along way in helping us all achieve our true goals and endeavors as well as be philanthropic. His life was turned upside-down when the financial crisis took him by surprise, which resulted in him almost losing his life. He has lived financial hardship and doesn’t wish it upon others.
Yale trained in Wealth Management Theory and Practice and has earned the premier credential in wealth management, the Certified Private Wealth Advisor® certification. Physicians, Tech Professionals, Business Owners, and families utilize his services for comprehensive opportunity and risk management strategies unique to their situation.
He currently is a volunteer and influencer for MedShare, a non-profit humanitarian aid organization dedicated to improving the quality of life of people, by delivering surplus medical supplies and equipment to communities in need around the world.
Prior to relocating up to the Bay Area for a WestPac expansion, he also served on the Board of Governors for the Los Angeles Athletic Club, best known for the John R. Wooden Award handed out to top NCAA Basketball players.
Why you may want to consider working with a Certified Private Wealth Advisor® practitioner?
The world is becoming more complex and savvy clients are looking for more sophisticated advisors that provides comprehensive advice and strategies beyond just managing their client’s investment portfolios. As the only advanced credential in the wealth management arena, the CPWA® certification is a challenging educational program focused on wealth management topics including: tax planning, alternative assets, planning for executives and closely held business owners, risk management and asset protection, retirement planning, advanced estate and charitable planning, and family dynamics and legacy planning.
Registered Representative and Financial Advisor of Park Avenue Securities LLC (PAS). OSJ: 5280 Carroll Canyon Rd., #300 San Diego, CA 92121 619.684.6400. Securities products and advisory services offered through PAS, member FINRA, SIPC. Financial Representative of The Guardian Life Insurance Company of America® (Guardian), New York, NY. PAS is a wholly owned subsidiary of Guardian. WestPac Wealth Partners, LLC is not an affiliate or subsidiary of PAS or Guardian. Insurance products offered through WestPac Wealth Partners and Insurance Services, LLC, a DBA of WestPac Wealth Partners, LLC. CA Insurance License #0I21767 | 2021-128238 Exp. 10/23 | Guardian, its subsidiaries, agents and employees do not provide tax, legal, or accounting advice. Consult your tax, legal, or accounting professional regarding your individual situation.