Abbey Henderson, Cfp®️ Rlp®️ Cpcc®️ Cap®️ Aep®️ Email & Phone Number

Concord, Ma, Us

Concord, Ma, Us

* Consult with individuals, families, foundations and businesses to develop customized financial plans and/or life plans addressing investments, insurance and tax planning, education and retirement funding, and estate planning.* Coach individuals and couples in both financial and non-financial areas including visioning/goals, money stories, transition, work-life balance, and careers/leadership.* Provide asset allocation and investment manager recommendations to non-profits and retirement plan trustees.* Work closely with other professionals including attorneys, accountants, and insurance advisors to implement client plans* Manage the firm's investment committee which researches and evaluates investment strategies including mutual funds and private money managers.* Oversee firm operations and compliance.

New York, Ny, Us

Chief is a private network designed for the most powerful women in executive leadership to strengthen their leadership, magnify their influence, and pave the way to bring others with them. Launched in 2019 by Carolyn Childers and Lindsay Kaplan, its mission is to drive more women to the top and keep them there. Chief has been recognized as one of Fast Company’s Most Innovative Companies of 2021, and its diverse membership includes 20,000 of the most senior executives in the United States.

Beverly, Massachusetts, Us

Boston, Ma, Us

* Supervised the preparation of comprehensive financial plans for high net worth individuals, families and pension plans, including the development and implementation of customized investment strategies. * Managed on-going client service for approximately one hundred client relationships. * Wrote financial planning articles for quarterly newsletter. * Coordinated the hiring process for junior financial planner position.

* Assisted high net worth clients in creating strategies for investments, retirement planning, education funding, insurance, taxes and estate planning. * Provided year-end tax planning and individual income tax return preparation for high net worth clients.

Ba, Economics

Mba, Accounting

Msf, Portfolio Management

Diploma In Financial Planning

Education record

Education record

Client Psychology Program

Advanced Neuroscience Coaching / Neuroscience, Coaching And Relational Trauma

Organizational And Relationship Systems Coaching

Education record