Robert Henderson (CFP®)
Robert Henderson focuses in the
following client markets or areas of practice:
- Baby Boomers
- Business Owners
- Divorce Planning
- High Net Worth Client Needs
- Retirement Planning & Distribution Rules
- Tax Planning
- Baby Boomers
- Business Owners
- Divorce Planning
- High Net Worth Client Needs
- Retirement Planning & Distribution Rules
- Tax Planning
Planning Specialties
- Founder & President – Lansdowne Wealth Management 2010 – present
- CERTIFIED FINANCIAL PLANNER™ professional
- Financial Advisor – Edward Jones Investments 2006 – 2010
- Corporate Controller – Waterford Group 2002 - 2005
- Director of Finance & Accounting – Marriott International Corp. 1994 - 2002
- Bentley University – BS, Accounting
- Bryant University (Boston Institute of Finance) – CERTIFIED FINANCIAL PLANNER™ (CFP®) Program
- College for Financial Planning – Accredited Asset Management Specialist (AAMS®) Program
- Institute for Divorce Financial Analysts – Certified Divorce Financial Analyst (CDFA®) Program
- Garrett Planning Network – Member
- Financial Planning Association – Member
NAPFA Start Date
December 15, 2021