Myles McHenry, CRPC™ - Finance
Responds within a day
Customers rated this pro highly for professionalism, value, and responsiveness.
Read reviews that mention:
- What is your typical process for working with a new customer?
1. Intake appointment to gather client information and concerns(phone or zoom). 2. Zoom meeting to go over an action plan. I typically will share my screen. 3. Periodic review meeting semi-annually, or as client situation changes.
- What education and/or training do you have that relates to your work?
Chartered Retirement Planning Counselor(CRPC®) Life Insurance License Over 8 years in financial services
- How did you get started doing this type of work?
I have always loved personal finances and helping people better understand where they stand. In an industry where it is extremely hard to find financial help without being leery of the incentive of the advisor, I take pride in genuinely putting the clients best interest at the forefront of what I do. For many years I have helped friends and family with finances, worked in banks and financial institutions, and eventually decided to make a career out of this and take a more client facing approach. It is so fulfilling working with clients and knowing I had a hand in their financial success!