Henry enjoys helping clients achieve their retirement and financial goals. Henry has fifteen years of experience in the financial industry and covered areas including portfolio analysis, risk management, valuation and financial advisory. He also took leading roles in delivering impactful corporate development projects across different industries.

Henry holds Series 66 and 7 licenses as well as life and health insurance license. He has an MBA degree from Rochester Institute of Technology and a master’s degree in finance from University of Rochester.

Henry grew up in China and is fluent in Mandarin. In this spare time Henry enjoys sports, music and travel.