Startups
Edit
Michael Hennessy, CFA, CFP®
https://harborcrestwealth.com/Last activity: 31.12.2019
Probably Closed
Are you worried about how you’ll pay for your child’s college tuition? About paying too much in taxes during retirement? About the stressors you might face when transitioning to life outside of the workforce?
Harbor Crest Wealth Advisors gets it. At all stages of life, planning out your finances can be challenging, uncertain, and exhausting. But it doesn’t have to be that way.
Harbor Crest Wealth Advisors helps families find confidence and peace of mind. With over 10 years in the financial services industry, we know how to take complex problems and simplify them into a personalized, strong plan of action. We build a plan that encompasses more than just your investments—we’ll help you navigate all of the emotional and financial adjustments along the way.
Located in Fort Lauderdale with service extended to the broader South Florida area, Harbor Crest Wealth Advisors works with families, retirees, business owners, as well as the boating community. We specialize in offering disciplined financial planning, tax planning, retirement planning, and investment management, helmed by founder and CEO Mike Hennessy, a CFA® charter holder and a CFP® professional.
About Our Founder:
Mike Hennessy has 10-plus years of experience as a portfolio manager and trader with BlackRock in New York City and a hedge fund in Boca Raton, Florida. Though he enjoyed the intellectual challenge of the markets while working on the institutional side of the business, he found something missing along that career path: seeing how he was positively impacting investors. Mike realized he wanted a more personal relationship with the people he served, helping families live their best financial lives using the skills he had learned.
Today, Mike runs Harbor Crest Wealth Advisors so families can get the attentive, comprehensive care they need for the best financial outcomes that align with their values.
Connect with us to learn more about how we can help you live your best financial life.
Harbor Crest Wealth Advisors gets it. At all stages of life, planning out your finances can be challenging, uncertain, and exhausting. But it doesn’t have to be that way.
Harbor Crest Wealth Advisors helps families find confidence and peace of mind. With over 10 years in the financial services industry, we know how to take complex problems and simplify them into a personalized, strong plan of action. We build a plan that encompasses more than just your investments—we’ll help you navigate all of the emotional and financial adjustments along the way.
Located in Fort Lauderdale with service extended to the broader South Florida area, Harbor Crest Wealth Advisors works with families, retirees, business owners, as well as the boating community. We specialize in offering disciplined financial planning, tax planning, retirement planning, and investment management, helmed by founder and CEO Mike Hennessy, a CFA® charter holder and a CFP® professional.
About Our Founder:
Mike Hennessy has 10-plus years of experience as a portfolio manager and trader with BlackRock in New York City and a hedge fund in Boca Raton, Florida. Though he enjoyed the intellectual challenge of the markets while working on the institutional side of the business, he found something missing along that career path: seeing how he was positively impacting investors. Mike realized he wanted a more personal relationship with the people he served, helping families live their best financial lives using the skills he had learned.
Today, Mike runs Harbor Crest Wealth Advisors so families can get the attentive, comprehensive care they need for the best financial outcomes that align with their values.
Connect with us to learn more about how we can help you live your best financial life.
Overview
Location
United States, Florida, Fort Lauderdale
Employees
1-10
Phone
954-210-7890
Founded date
2019
Mentions in press and media 3
| Date | Title | Description |
| Sign up to see | Sign up to see | Sign up to see |
| Dec 31, 2019 | 8 ways to recession-proof your finances, according to experts | chameleonseye/Getty Images Advertisement Many experts predict a recession to be on the horizon in the US. Whether or not that's the case, there are a few steps you can take to start preparing your money to survive a downturn. Experts recomm... |
| How to donate your $600 stimulus check to people in need | Over the weekend, Congress reached a deal for a new $900 billion Covid-19 relief package, which includes funding for stimulus payments of up to $600. The latest pandemic rescue legislation provides a direct payment worth up to $600 to indiv... |
Reviews 0
FAQ about Michael Hennessy, CFA, CFP®
When was Michael Hennessy, CFA, CFP® founded?
Michael Hennessy, CFA, CFP® was founded in 2019.
What has the press written about Michael Hennessy, CFA, CFP®?
Parsers VC has collected 3 articles mentioning Michael Hennessy, CFA, CFP®, among them “8 ways to recession-proof your finances, according to experts” (Dec 31, 2019) and “How to donate your $600 stimulus check to people in need”.
Is Michael Hennessy, CFA, CFP® still active?
Michael Hennessy, CFA, CFP® is probably closed: its latest activity on Parsers VC dates from Dec 31, 2019.