Michael Hennessy (CFA, CFP®)

Michael Hennessy focuses in the
following client markets or areas of practice:

  • Baby Boomers
  • Business Owners
  • Cash Flow/Budgets/Credit Issues
  • Charitable Giving
  • College/Education Planning
  • Entrepreneurs

Planning Specialties

A THREE-MEETING TEST DRIVE AT NO COST You should feel comfortable knowing that you’re partnering with the right financial planner for you and your family. That’s why there’s no obligation or cost during our three-meeting process. Let's simply chat about why you’re here and what we can do for you. But be prepared, we might ask about your boat, as well (we can’t help it)! YOUR ONE-PAGE PLAN AND FINANCIAL MAP Yes, we’ll work together to develop a comprehensive financial plan. But we know you’re coming to us with a specific reason or two in mind. Upon completing our onboarding process, we’ll provide you with a one-page, actionable plan and financial map to address your biggest and most immediate financial concerns.

Additional Information

Mike Hennessy, CFP®, CFA®, is the founder and CEO of Harbor Crest Wealth Advisors in Fort Lauderdale, Florida. 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. He is a CERTIFIED FINANCIAL PLANNER™ professional and a holder of the right to use the Chartered Financial Analyst® designation. Mike graduated from Lehigh University in Pennsylvania with a Bachelor of Science (B.S.) degree in engineering and a minor in economics. He also studied abroad at the University of New South Wales in Australia while attending Lehigh University. After graduating, he entered the financial planning and investment management industry in New York City. Though Mike 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, where he helps families, retirees, business owners, and the boating community get the attentive, comprehensive care they need for the best financial outcomes that align with their values.

NAPFA Start Date

August 16, 2019

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This Office

600 Corporate Dr Ste 502 Fort Lauderdale, FL 33334-3662 Phone: (954) 210-7890