Robert Henderson Jr. is a trusted Certified Financial Planner and Certified Tax Coach based in Miami. Over the course of his 25-plus year career, Robert has strived to continually evolve his approach to financial planning, placing great stock in each of his clients’ challenges, long-term goals, and personal mindsets before formulating a roadmap to follow.
Before finding his calling in the financial industry, Robert Henderson Jr. pursued a career in real estate, earning his professional license in 1979. Shortly thereafter, Robert began working with a local firm, where he learned the ins and outs of the real estate market, the process of selling homes, navigating mortgage lending, and more. However, as interest rates skyrocketed in the early 1980s and real estate seemed to lose its charm amongst buyers, Robert decided it was time to shift his attention to a new venture.
Reflecting on his own personal experiences, Robert Henderson Jr. felt an intense pull to learn more about the financial industry — specifically, the total financial plan. After all, Robert had grown up surrounded by family members and friends who worked two to three jobs to merely exist, rather than live, and he wanted to prevent as many people as possible from falling victim to such a vicious cycle.
As such, Robert attended the College for Financial Planning in Denver, where he built a strong foundational knowledge of investing, retirement planning, insurance, saving, and other related topics. After obtaining his professional degree, Robert Henderson Jr. went on to earn his Series 7 and 63 Securities licenses, as well as his Life, Health & Annuity license.
By 1984, Robert had successfully founded The Henderson Financial Group, a financial planning firm that primarily serves business owners and those looking to retire within the next several years. Since the firm’s inception, Robert has worked diligently to serve each of his clients well, regardless of how much heavy-lifting their individual cases may require. At the end of the day, it is Robert’s goal to provide people with a sense of relief, confidence in their financial future, and a better understanding of how they can — and will — achieve their long-term goals.
Regardless of the challenges Robert has faced, he has never lost sight of why he chose his career path: to give back and help others truly live. Every day, he wakes up with a renewed sense of purpose and excitement, as he knows his expertise can prevent at least one person from missing out on the essence of life, working simply to stay alive, and feeling the heavy burden of financial stress.
On this website, Robert Henderson Jr. will share a number of personal finance tips. To learn more, be sure to visit his blog page regularly.
Robert Henderson Jr.’s Latest Post
Your personal finances require regular maintenance. When was the last time you reviewed your budget? Do you have a suspicion that there are cheaper options for some of your regular bills, but haven’t taken the time to look into it yet? Are you using all of your...