Henry Kuo, CFP^®, ChFC, CLU

Henry provides assistance in planning for qualified retirement plans, retirement, college funding, and risk management to individuals and small business clients. He helps clients establish sound financial strategies and goals, with a focus on building a strong financial base while taking an appropriate amount of risk with various financial instruments. He has over 30 years of  experience as a Senior Vice President, Registered Representative and Investment Advisory Representative with Prestige Financial Group and Equitable Advisors.

Henry spent almost 10 years with NCR, Northern Telecom, and IBM.  Those positions included Test Engineer, Programmer, Engineering Group Leader, Manager of VLSI Test, Manager VLSI Development and Financial Analyst.

He resides in Cary, NC with his wife, and has two adult children.

Henry’s education includes:

•    High School diploma from the North Carolina School of Science and Mathematics. ‘82
•    BS in Electrical Engineering (Summa Cum Laude) from North Carolina State University, ‘86
•    MBA (Fuqua Scholar) from Duke University’s Fuqua School of Business, ‘91.
•    CLU (Chartered Life Underwriter™) from The American College of Financial Services
•    ChFC (Chartered Financial Consultant) from The American College of Financial Services
•    CFP® (Certified Financial Planner) from the Certified Financial Planner Board of Standards, inc.

Henry’s volunteer experience includes:

•    Chairman of the NC School of Science and Math Board of Trustees,
•    Chairman of the NC School of Science and Math Foundation Board
•    President of the NC School of Science and Math Alumni Association
•    Member of the Cary YMCA Advisory Board
•    Member of the YMCA Triangle YMCA Finance Committee
•    Secretary/Treasurer of the NC State University Alumni Association Board of Directors

California Insurance License #OB53808