Henry graduated from the University of California, Santa Cruz with a bachelor’s degree in Mathematics and from California Lutheran University with a Master’s degree in Business Administration. Henry is a CERTIFIED FINANCIAL PLANNER™ (CFP®), and a life, accident, and health insurance agent licensed in the state of California. Henry is also securities licensed (Series 7 and Series 63). Henry creates and monitors financial plans for our clients as well as assists in managing our clients’ investment accounts. Henry and his wife live in Simi Valley where they enjoy hiking, cooking, and playing basketball in their spare time.