LinkedIn | henry.ellis@onedigital.com
Henry focuses on finding solutions for his clients’ diverse tax, estate, and retirement planning needs. He combines his attention to detail with compassion and empathy to provide the best service possible and to help his clients pursue their unique financial goals. In addition to serving his clients, Henry assists the firm with client acquisition and business development. Henry maintains the NAPA Certified Plan Fiduciary Advisor® and Nonqualified Plan Advisor® credentials, FINRA Series 7 and 66 securities licenses, as well as the Life, Accident, and Health Insurance licenses. (California insurance license #4206236.)
Henry graduated from Cornell University in 2019 with a BA in economics and mathematics. While at Cornell, he helped lead the Mens Lightweight Rowing team to two national titles and was named to the First Team All-Ivy and the Academic All-Ivy.
Henry is originally from Ithaca, New York. Outside of the office, he enjoys spending time with his family and friends as well as athletics, puzzles, and the outdoors.
The NAPA Certified Plan Fiduciary Advisor® and Nonqualified Plan Advisor are registered trademarks of the Natonal Associaton of Plan Advisors. For more information on the CPFA® and NQPA credentials, refer to the respective NAPA CPFA and NQPA websites: https://napacpfa.org/ and https://napanqpa.org/.
Approval #5940410.1