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Henry Vanbuskirk is a financial advisor with Benefit Financial Services Group in Irvine, CA. Henry is a Certified Financial Planner® and holds the Series 7 and Series 63 licenses. He is a Registered Investment Advisor in California. Henry has over eight years of experience in the financial services industry. He has previously worked for Cetera Financial Specialists LLC and Avantax Investment Services, Inc. Henry's specializations include retirement planning, college planning, and investment management. He has a strong commitment to providing personalized financial advice to individuals and families.
Advisors offer a broad range of advisory services designed to meet the unique needs of individuals, businesses, and investment companies. These services provide professional guidance and personalized strategies to help clients achieve their financial goals.
Comprehensive financial plans to help you achieve your personal and business goals.
Guidance on pension options to ensure a secure financial future.
Seminars designed to boost your financial literacy and investment knowledge.
Helps you choose top advisors aligned with your financial goals.
Custom portfolio management strategies for businesses to achieve long-term growth.
Personalized portfolio management to meet individual financial objectives.
Credit and cash management solutions, insurance solutions
Advisors may be compensated through a variety of fee structures, offering flexibility and transparency. This allows clients to choose the arrangement that best aligns with their financial objectives.
Set rates for specific services, regardless of time or assets managed.
A percentage of the total value of assets under management is charged.
A percentage of assets under consultation
1
2
CA
07/08/2022 - Present
Benefit Financial Services Group (IRVINE CA)
CA
06/30/2021 - 07/01/2022
CETERA FINANCIAL SPECIALISTS LLC (WOODLAND HILLS CA)
CA
12/02/2014 - 07/02/2021
AVANTAX INVESTMENT SERVICES, INC. (WOODLAND HILLS CA)
BC
Issued 09/09/2014
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 12/02/2014
Series 7 - General Securities Representative Examination
Active
Inactive
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