Henry Yoshida, Cfp® work email
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Henry Yoshida, Cfp® personal email
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Henry Yoshida, Cfp® phone numbers
Henry is CEO of Rocket Dollar, a web platform that lets people invest tax advantaged retirement dollars into private alternative investments. He is a Certified Financial Planner™ professional and has 20 years of experience in financial services.
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SvpRetired.ComAustin, Tx, Us -
Sr. VpWao Fintech Apr 2024 - Present -
Co-FounderRocket Dollar, Inc. Feb 2018 - PresentAustin, Texas, UsRocket Dollar, a WAO Fintech company, makes it easy to unlock retirement savings to invest in private and alternative assets. For more information, visit www.rocketdollar.com -
Founder [Acquired By Goldman Sachs Nyse: Gs]Honest Dollar Nov 2014 - Jun 2017
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Founder [Acquired By Captrust]My Group Jun 2010 - Nov 2014Founder and Principal of SEC Registered RIA with $2.5 Billion in AUM for mid to large market plan sponsor clients. 2014 finalist: ASPPA/NAPA 401(k) Leadership Award, 2012 and 2013: finalist for PLANSPONSOR Magazine’s Retirement Plan Adviser of the Year, 2010 and 2011: Top 10 Most Influential in the Defined Contribution Industry for Investment Wire.
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Vice PresidentMerrill Lynch Jun 2000 - Jun 2010New York, Ny, Us -
InternWhite House Intern Under President Clinton Jan 1998 - Sep 1998
Henry Yoshida, Cfp® Skills
Henry Yoshida, Cfp® Education Details
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Cornell Johnson Graduate School Of ManagementMaster Of Business Administration (Mba) -
The University Of Texas At AustinBa
Frequently Asked Questions about Henry Yoshida, Cfp®
What company does Henry Yoshida, Cfp® work for?
Henry Yoshida, Cfp® works for Retired.com
What is Henry Yoshida, Cfp®'s role at the current company?
Henry Yoshida, Cfp®'s current role is SVP.
What is Henry Yoshida, Cfp®'s email address?
Henry Yoshida, Cfp®'s email address is he****@****lar.com
What is Henry Yoshida, Cfp®'s direct phone number?
Henry Yoshida, Cfp®'s direct phone number is +151229*****
What schools did Henry Yoshida, Cfp® attend?
Henry Yoshida, Cfp® attended Cornell Johnson Graduate School Of Management, The University Of Texas At Austin.
What are some of Henry Yoshida, Cfp®'s interests?
Henry Yoshida, Cfp® has interest in Being A Dad, Basketball, Reading, Audiobooks And Podcasts, Golf.
What skills is Henry Yoshida, Cfp® known for?
Henry Yoshida, Cfp® has skills like 401k, Retirement Plan Consulting, Retirement, Investments, Retirement Planning, Financial Advisory, Investment Management, Defined Contribution, Finance, Employee Benefits, Start Ups, Management.
Who are Henry Yoshida, Cfp®'s colleagues?
Henry Yoshida, Cfp®'s colleagues are Mary Quirk, Marcus Gottlieb, Joanne Toepper, Ed Woeckener, Cordella Rubin.
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