CALIFORNIA CONSUMER - Key Persons

For over a decade, David Henderson has strived to make a significant and positive impact on peoples' lives through holistic financial planning. Whether you're preparing for a milestone event like retirement or looking to better protect your future, you can be confident that David will be with you through all stages in life. You'll find that David is passionate about collaborating with clients to explore strategies that best fit their needs today and goals for the future. He's made it his mission to help bust common financial myths like the "Latte factor" or "always max out your 401(k) contributions." Instead of listening to over-played advice, David works with clients to develop tailored solutions that help them enjoy life today, meet important milestones and feel confident in their financial future. He's proud to give people the confidence to spend their money just as much as he helps them save it. David prides himself on creating a community out of his clients. While he serves as their financial guide, he likes to think of himself as a coach and a learner as well. David is a Hawaiian native, growing up in tight-knit community in Honolulu. As the families in his community would say, Laulima - "many hands make light work." This is a concept David brings to his work today, as he strives to create a collaborative environment that empowers and uplifts his clients when making tough financial decisions. Today, David lives in San Jose, California with his wife and son. He enjoys spending time with them and his mother, who is also a financial advisor. David enjoys working on home renovation projects and visiting family in Hawaii as often as he can.