Meet Carlos Henriques, CFP®
Carlos Henriques, CFP®, proudly serves as a Financial Advisor for AdviceOne Advisory Services, LLC, where he specializes in proper allocation of 401(k) savings plans and works extensively with executives, professionals and retirees of RTX.
Carlos is a gifted public speaker, and his enjoyable workshops and webinars reflect his unique ability to take complex information and make it simple to understand.
Carlos began his career in the securities industry in 2004 as an account executive after graduating from UConn. He quickly demonstrated his aptitude and was promoted to Asset Retention, where his main focus was high net worth clients. As he resolved client issues, he realized he could provide a better opportunity for these clients in an advisory capacity and earned his Certified Financial Planner designation.
Fun facts about Carlos
- Lives in South Windsor with his wife, three children, and three dogs
- Was a UConn campus radio broadcaster on WHUS
- Is an avid UConn athletics fan
- Enjoys outdoor activities such as playing soccer, fishing, running, and swimming
"Why do I like AdviceOne? People work hard here. They work really, really hard. No matter where you look you have people equally pulling their weight. I like the fact that people are motivated and we all work for a common cause. We put the client first."
My wife and I highly recommend AdviceOne and Carlos Henriques for retirement planning.
We value our relationship and talking about life goals and financial goals and discussing options within a clear and informed framework.
We particularly appreciate AdviceOne’s transparency, responsiveness, professionalism and care. We are very pleased to be in partnership with the AdviceOne team. Their experience with large corporate benefits packages (RTX in particular) was especially helpful for planning in a multi-year format, making it easier to manage prior to retirement.
Sal Corsino
Pratt & Whitney
The AdviceOne team has intimate familiarity working with RTX benefits which makes working with them efficient and rewarding. In addition to retirement financial planning, Carlos Henriques and the team have assisted us with estate planning, insurance, and tax planning.
A year later, we now have a structured plan for investing and managing our retirement assets giving us confidence and peace-of-mind as we move toward retirement.
Todd Collins
Collins Aerospace
My experience over the last 10 years with Carlos Henriques and AdviceOne has been extremely positive. Everyone I have interfaced with has been professional, friendly, knowledgeable and efficient. The firm’s extensive knowledge of the United Technologies financial benefit systems (pensions, 401(k), stock options and RIF packages) has been truly impressive and really helpful. My house went underwater during Hurricane Harvey and Carlos was right there to guide me financially to get back on track. I always recommend them to my colleagues at RTX.
Pete Canga
Collins Aerospace
Testimonials are by clients of AdviceOne Advisory Services, LLC, which has not provided any direct or indirect compensation for them.
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