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

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"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."

Testimonials are by clients of AdviceOne Advisory Services, LLC, which has not provided any direct or indirect compensation for them.

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