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Carleton Mchenry, Cfp® Email & Phone Number
Certified Financial Planner | College Planning l Special Needs Planning l Retirement Planning
at
McHenry Capital, LLC
1 work email found
@mchenrycapital.com
LinkedIn matched
✓ Verified Jun 2026
4 data sources
Profile completeness 100%
Current company
Role
Certified Financial Planner | College Planning l Special Needs Planning l Retirement Planning
Location
Leavenworth, Washington, United States
Company size
Who is Carleton Mchenry, Cfp®? Overview
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Quick answer
Carleton Mchenry, Cfp® is listed as Certified Financial Planner | College Planning l Special Needs Planning l Retirement Planning at McHenry Capital, LLC, a company with 1 employees, based in Leavenworth, Washington, United States. AeroLeads shows a work email signal at mchenrycapital.com and a matched LinkedIn profile for Carleton Mchenry, Cfp®.
Carleton Mchenry, Cfp® previously worked as Certified Financial Planner | College Planning l Retirement | Investments | Estate | Insurance at Mchenry Capital, Llc and FWAC Member | Women of Wealth | Retirement | Estate | Investments | Insurance at Fwac. Carleton Mchenry, Cfp® holds Bba, Finance from Texas Mccombs School Of Business.
Company email context
Email format at McHenry Capital, LLC
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{first}@mchenrycapital.com
89% confidence
AeroLeads found 1 current-domain work email signal for Carleton Mchenry, Cfp®. Compare company email patterns before reaching out.
Profile bio
About Carleton Mchenry, Cfp®
I help parents who are trying to figure out the best way to financially put their kids through college. - Visit planforcollegecost.com ANDI help families maximize and achieve the best Return on Life (ROL) they can get with the resources they have.- Visit mchenrycapital.com
Listed skills include Retirement Planning, Financial Advisory, Retirement, Wealth, and 19 others.
Current workplace
Carleton Mchenry, Cfp®'s current company
Company context helps verify the profile and gives searchers a useful next step.
Mchenry Capital, Llc
5 roles · 28 years
Carleton Mchenry, Cfp® work experience
A career timeline built from the work history available for this profile.
Certified Financial Planner | College Planning L Retirement | Investments | Estate | Insurance
CurrentMcHenry Capital, LLC is a fee-only wealth management firm that works with families. We help our clients manage their wealth more effectively so they can maximize and achieve their best Return on Life (ROL).
Jun 2005 - Present
Fwac Member | Women Of Wealth | Retirement | Estate | Investments | Insurance
Fwac
Founded in 1981, the Family Wealth Advisors Council (FWAC) is a national network of independent, fee-only wealth management firms that collectively manage over $3 billion in assets. The firms in FWAC share a common belief that our clients come first in all of our dealings. In a world where many large brokerage firms and major banks consistently look for.
Dec 2008 - Dec 2019
Finance Advisor
Gwfc
2000 - 2004
~4 yrs
Financial Advisor
1998 - 2000
~2 yrs
2 education records
Carleton Mchenry, Cfp® education
Bba, Finance
Education record
FAQ
Frequently asked questions about Carleton Mchenry, Cfp®
Quick answers generated from the profile data available on this page.
What company does Carleton Mchenry, Cfp® work for?
Carleton Mchenry, Cfp® works for McHenry Capital, LLC.
What is Carleton Mchenry, Cfp®'s role at McHenry Capital, LLC?
Carleton Mchenry, Cfp® is listed as Certified Financial Planner | College Planning l Special Needs Planning l Retirement Planning at McHenry Capital, LLC.
What is Carleton Mchenry, Cfp®'s email address?
AeroLeads has found 1 work email signal at @mchenrycapital.com for Carleton Mchenry, Cfp® at McHenry Capital, LLC.
Where is Carleton Mchenry, Cfp® based?
Carleton Mchenry, Cfp® is based in Leavenworth, Washington, United States while working with McHenry Capital, LLC.
What companies has Carleton Mchenry, Cfp® worked for?
Carleton Mchenry, Cfp® has worked for Mchenry Capital, Llc, Fwac, Gwfc, and Merrill Lynch.
How can I contact Carleton Mchenry, Cfp®?
You can use AeroLeads to view verified contact signals for Carleton Mchenry, Cfp® at McHenry Capital, LLC, including work email, phone, and LinkedIn data when available.
What schools did Carleton Mchenry, Cfp® attend?
Carleton Mchenry, Cfp® holds Bba, Finance from Texas Mccombs School Of Business.
What skills is Carleton Mchenry, Cfp® known for?
Carleton Mchenry, Cfp® is listed with skills including Retirement Planning, Financial Advisory, Retirement, Wealth, Investments, Strategic Planning, Portfolio Management, and Investment Advisory.
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