Carleton Mchenry, Cfp®

Carleton Mchenry, Cfp® Email and Phone Number

Certified Financial Planner | College Planning l Special Needs Planning l Retirement Planning @ McHenry Capital, LLC
Leavenworth, WA, US
Carleton Mchenry, Cfp®'s Location
Leavenworth, Washington, United States, United States
Carleton Mchenry, Cfp®'s Contact Details

Carleton Mchenry, Cfp® work email

Carleton Mchenry, Cfp® personal email

n/a
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

Carleton Mchenry, Cfp®'s Current Company Details
McHenry Capital, LLC

Mchenry Capital, Llc

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Certified Financial Planner | College Planning l Special Needs Planning l Retirement Planning
Leavenworth, WA, US
Employees:
1
Carleton Mchenry, Cfp® Work Experience Details
  • Mchenry Capital, Llc
    Certified Financial Planner | College Planning L Special Needs Planning L Retirement Planning
    Mchenry Capital, Llc
    Leavenworth, Wa, Us
  • Mchenry Capital, Llc
    Certified Financial Planner | College Planning L Retirement | Investments | Estate | Insurance
    Mchenry Capital, Llc Jun 2005 - Present
    Leavenworth, Washington, United States
    McHenry 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).
  • Fwac
    Fwac Member | Women Of Wealth | Retirement | Estate | Investments | Insurance
    Fwac Dec 2008 - Dec 2019
    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 ways to sell their customers high cost products that they may not need, Family Wealth Advisors will only provide advice that meets a higher standard of ethics on behalf of our clients. An important distinction between Family Wealth advisors and many other advisors is that we are held to a higher fiduciary standard. We sell no financial products, have no hidden agendas and are always “on the same side of the table” as our clients. Women control an extraordinary amount of wealth in America, and it’s only going to grow. In fact, 95% of women will be their family’s primary financial decision maker at some point in their lives. The members of the Family Wealth Advisors Council are recognized leaders on women’s financial needs. Through our research, authorship and speaking engagements, we share our firm belief that women today cannot be treated collectively, but rather, understood individually.FWAC members are committed to thought leadership in our industry around women’s needs. We have authored highly informative papers addressing some of the pressing concerns of women – the Women of Wealth national study paper, Women of Wealth: Why Does the Financial Services Industry Still Not Hear Them?, Caught in the Middle: How Does The Sandwich Generation Woman Not Get Squeezed?, and The Breadwinner Woman.
  • Gwfc
    Finance Advisor
    Gwfc 2000 - 2004
  • Merrill Lynch
    Financial Advisor
    Merrill Lynch 1998 - 2000

Carleton Mchenry, Cfp® Skills

Retirement Planning Financial Advisory Retirement Wealth Investments Strategic Planning Portfolio Management Investment Advisory Personal Finance Strategic Financial Planning Asset Management Wealth Management Investment Strategies Public Speaking Due Diligence Mergers And Acquisitions Financial Analysis Valuation Strategy Management Consulting Asset Allocation Public Relations Community Outreach

Carleton Mchenry, Cfp® Education Details

Frequently Asked Questions about Carleton Mchenry, Cfp®

What company does Carleton Mchenry, Cfp® work for?

Carleton Mchenry, Cfp® works for Mchenry Capital, Llc

What is Carleton Mchenry, Cfp®'s role at the current company?

Carleton Mchenry, Cfp®'s current role is Certified Financial Planner | College Planning l Special Needs Planning l Retirement Planning.

What is Carleton Mchenry, Cfp®'s email address?

Carleton Mchenry, Cfp®'s email address is ca****@****tal.com

What schools did Carleton Mchenry, Cfp® attend?

Carleton Mchenry, Cfp® attended Texas Mccombs School Of Business, Cornell University.

What are some of Carleton Mchenry, Cfp®'s interests?

Carleton Mchenry, Cfp® has interest in Networking, Estate Planning, Women In Transition, Fly Fishing, Public Relations, Investments, Hunting, Speaking, Women Of Wealth, Golfing.

What skills is Carleton Mchenry, Cfp® known for?

Carleton Mchenry, Cfp® has skills like Retirement Planning, Financial Advisory, Retirement, Wealth, Investments, Strategic Planning, Portfolio Management, Investment Advisory, Personal Finance, Strategic Financial Planning, Asset Management, Wealth Management.

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