W. Marcus Henn, Certified Financial Planner™
Qualifications
I have 25 years of experience helping individuals, families, and businesses with investments, insurance, and overall financial planning. As a Certified Financial Planner practitioner, I can show you how even small changes in your planning today can have a tremendous impact on your life tomorrow. I educate clients by explaining financial topics and concepts in a simple, unhurried manner.
I obtained a Bachelor of Science in Financial Planning with a General Business Minor from Texas Tech University in 1999. Designations and licenses held include:
CERTIFIED FINANCIAL PLANNER™, (CFP®)
Series 7, General Securities Registration
Series 24, General Securities Principal Registration
Series 66, Uniform Securities and Investment Advisor Registration
Texas Life, Disability, and Annuity Insurance License
I've been a member of the Financial Planning Association (FPA) since 1997 but am also very involved in the local community. Some of the organizations I've been involved in include:
Temple Jaycees – Past President, Past Vice President
Temple Rotary - Served on various committees
Temple Chamber of Commerce – Red Carpet Ambassador
Temple Education Foundation Board Member
Central Texas Duck Unlimited - Past Area Chairman