Henry Yoshida, Cfp®
AeroLeads people directory · profile

Henry Yoshida, Cfp® Email & Phone Number

SVP at Retired.com
Location: Austin, Texas, United States 7 work roles 2 schools
1 work email found @rocketdollar.com 3 phones found area 512 LinkedIn matched
✓ Verified Jul 2026 4 data sources Profile completeness 100%

Contact Signals · 1 work email · 3 phones

Work email h****@rocketdollar.com
Direct phone (512) ***-****
LinkedIn Profile matched
3 free lookups remaining · No credit card
Current company
Retired.com
Role
SVP
Location
Austin, Texas, United States
Company size
34 employees

Who is Henry Yoshida, Cfp®? Overview

A concise factual answer block for searchers comparing this professional profile.

Quick answer

Henry Yoshida, Cfp® is listed as SVP at Retired.com, a with 34 employees, based in Austin, Texas, United States. AeroLeads shows a work email signal at rocketdollar.com, phone signal with area code 512, and a matched LinkedIn profile for Henry Yoshida, Cfp®.

Henry Yoshida, Cfp® previously worked as Sr. VP at Wao Fintech and Co-Founder at Rocket Dollar, Inc.. Henry Yoshida, Cfp® holds Master Of Business Administration (Mba) from Cornell Johnson Graduate School Of Management.

Company email context

Email format at Retired.com

This section adds company-level context without repeating Henry Yoshida, Cfp®'s masked contact details.

{first}@rocketdollar.com
86% confidence

AeroLeads found 1 current-domain work email signal for Henry Yoshida, Cfp®. Compare company email patterns before reaching out.

View email format View company profile Management contacts
Profile bio

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.

Listed skills include 401K, Retirement Plan Consulting, Retirement, Investments, and 15 others.

Current workplace

Henry Yoshida, Cfp®'s current company

Company context helps verify the profile and gives searchers a useful next step.

Retired.com
Retired.Com
SVP
Austin, TX, US
Website
retired.com
Employees
34
AeroLeads page
Company profile
View company profile Email format
7 roles

Henry Yoshida, Cfp® work experience

A career timeline built from the work history available for this profile.

Co-Founder

Current
Rocket Dollar, Inc.

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

Feb 2018 - Present

Founder [Acquired By Goldman Sachs Nyse: Gs]

Honest Dollar
Nov 2014 - Jun 2017

Founder [Acquired By Captrust]

My Group

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.

Jun 2010 - Nov 2014

Vice President

Merrill Lynch

New York, Ny, Us

Jun 2000 - Jun 2010

Intern

White House Intern Under President Clinton
Jan 1998 - Sep 1998
Team & coworkers

Colleagues at Retired.com

Other employees you can reach at retired.com. View company contacts for 34 employees →

MQ Mary Quirk Mary Quirk Colleague at Retired.ComLongview, Texas, United States View → CR Cordella Rubin Cordella Rubin Colleague at Retired.ComLas Vegas, Nevada, United States View → MG Marcus Gottlieb Marcus Gottlieb Colleague at Retired.ComLos Angeles County, California, United States View → EW Ed Woeckener Ed Woeckener Colleague at Retired.ComAsheville, North Carolina, United States View → JT Joanne Toepper Joanne Toepper Colleague at Retired.ComLos Angeles County, California, United States View →
2 education records

Henry Yoshida, Cfp® education

Master Of Business Administration (Mba)

Cornell Johnson Graduate School Of Management

Ba

The University Of Texas At Austin
FAQ

Frequently asked questions about Henry Yoshida, Cfp®

Quick answers generated from the profile data available on this page.

What company does Henry Yoshida, Cfp® work for?

Henry Yoshida, Cfp® works for Retired.com.

What is Henry Yoshida, Cfp®'s role at Retired.com?

Henry Yoshida, Cfp® is listed as SVP at Retired.com.

What is Henry Yoshida, Cfp®'s email address?

AeroLeads has found 1 work email signal at @rocketdollar.com for Henry Yoshida, Cfp® at Retired.com.

What is Henry Yoshida, Cfp®'s phone number?

AeroLeads has found 3 phone signal(s) with area code 512 for Henry Yoshida, Cfp® at Retired.com.

Where is Henry Yoshida, Cfp® based?

Henry Yoshida, Cfp® is based in Austin, Texas, United States while working with Retired.com.

What companies has Henry Yoshida, Cfp® worked for?

Henry Yoshida, Cfp® has worked for Retired.Com, Wao Fintech, Rocket Dollar, Inc., Honest Dollar, and My Group.

Who are Henry Yoshida, Cfp®'s colleagues at Retired.com?

Henry Yoshida, Cfp®'s colleagues at Retired.com include Mary Quirk, Cordella Rubin, Marcus Gottlieb, Ed Woeckener, and Joanne Toepper.

How can I contact Henry Yoshida, Cfp®?

You can use AeroLeads to view verified contact signals for Henry Yoshida, Cfp® at Retired.com, including work email, phone, and LinkedIn data when available.

What schools did Henry Yoshida, Cfp® attend?

Henry Yoshida, Cfp® holds Master Of Business Administration (Mba) from Cornell Johnson Graduate School Of Management.

What skills is Henry Yoshida, Cfp® known for?

Henry Yoshida, Cfp® is listed with skills including 401K, Retirement Plan Consulting, Retirement, Investments, Retirement Planning, Financial Advisory, Investment Management, and Defined Contribution.

Find 750M verified contacts

Search by job title, company, industry, location, and seniority. Export verified B2B contact data when you need it.