Ron Henson (CFP)

Ron Henson focuses in the
following client markets or areas of practice:

  • Alternative or Private Investments
  • Divorce Planning
  • High Net Worth Client Needs
  • Investment Advice with Ongoing Management
  • Retirement Planning & Distribution Rules
  • Tax Planning

Planning Specialties

Ron Henson serves as a dedicated Wealth Advisor within the firm providing investment advice and advanced planning for high net worth clients of WaterOak Advisors. Ron specializes in conducting deep analytical reviews of investor portfolios, identifying weaknesses and communicating ways to enhance investor return. Wealth Advisors coordinate the extensive planning, operational and portfolio management resources within the firm.

Prior to joining WaterOak, Ron functioned as a Portfolio Consultant for 15 years at Charles Schwab. He provided investment guidance for relationships in the Washington DC area with accumulated total assets in excess of $500 million.

Ron's educational background consists of a B.S. in Business from Elon University. Ron is also a CERTIFIED FINANCIAL PLANNER™ professional (or CFP® professional) and is a member of the firm's Advisory Services Committee.

Additional Information

Ron was born and raised in Maryland. He attended high school in Gaithersburg, MD and relocated to Florida in 1997. Ron currently resides in Oviedo with his 3 boys where he is an active leader in youth sports. He has coached baseball, football, flag football and soccer youth sports teams.

NAPFA Start Date

October 03, 2018

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This Office

145 Lincoln Ave Ste A Winter Park, FL 32789-3836 Phone: (407) 567-2956 Fax: (407) 622-1799