Carlos Henriques

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…

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Tyrus Royal

My wife and I have been clients of AdviceOne and our advisor, Carlos Henriques, for the past 8 years. Over that time, Carlos has truly embodied the role of fiduciary; we know that he always has our best interest at heart in all of his advice and counsel. AdviceOne’s financial planning philosophy is simple and…

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Andy Brindisi

We have had Carlos Henriques as our advisor since we started working with AdviceOne in 2014. I had not touched my 401(k) since I left UTC in September 2008. Immediately, Carlos helped us to develop a strategy to increase retirement funds yield and decrease retirement fund tax exposure. We consistently review how much of my…

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Christina Ostergard

Carlos Henriques and AdviceOne have fundamental knowledge and expertise around our RTX benefits that enable them to recommend a very structured and proven approach to retirement investing. What sets Carlos and his team apart from other experts is that they offer a personalized experience adapting to my changing needs. Whether life goals or schedule constraints,…

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Pete Canga

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…

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