Henry Yoshida, Cfp®

Henry Yoshida, Cfp® Email and Phone Number

SVP @ Retired.com
Austin, TX, US
Henry Yoshida, Cfp®'s Location
Austin, Texas, United States, United States
Henry Yoshida, Cfp®'s Contact Details
About Henry Yoshida, Cfp®

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.

Henry Yoshida, Cfp®'s Current Company Details
Retired.com

Retired.Com

View
SVP
Austin, TX, US
Website:
retired.com
Employees:
34
Henry Yoshida, Cfp® Work Experience Details
  • Retired.Com
    Svp
    Retired.Com
    Austin, Tx, Us
    View
  • Wao Fintech
    Sr. Vp
    Wao Fintech Apr 2024 - Present
    View
  • Rocket Dollar, Inc.
    Co-Founder
    Rocket Dollar, Inc. Feb 2018 - Present
    Austin, Texas, Us
    Rocket 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
    View
  • Honest Dollar
    Founder [Acquired By Goldman Sachs Nyse: Gs]
    Honest Dollar Nov 2014 - Jun 2017
  • My Group
    Founder [Acquired By Captrust]
    My Group Jun 2010 - Nov 2014
    Founder 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.
  • Merrill Lynch
    Vice President
    Merrill Lynch Jun 2000 - Jun 2010
    New York, Ny, Us
    View
  • White House Intern Under President Clinton
    Intern
    White House Intern Under President Clinton Jan 1998 - Sep 1998

Henry Yoshida, Cfp® Skills

401k Retirement Plan Consulting Retirement Investments Retirement Planning Financial Advisory Investment Management Defined Contribution Finance Employee Benefits Start Ups Management 401 Retirement Savings Plans Financial Services Entrepreneurship Business Strategy Business Planning Asset Management Strategic Partnerships

Henry Yoshida, Cfp® Education Details

  • Cornell Johnson Graduate School Of Management
    Cornell Johnson Graduate School Of Management
    Master Of Business Administration (Mba)
  • The University Of Texas At Austin
    The University Of Texas At Austin
    Ba

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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