David Henderson

Services Offered

• Financial Planning
• Investment Management
• Retirement Planning
• Asset Allocation

About

David Henderson is a financial planner based in San Jose, California, dedicated to helping clients achieve their long-term financial goals. He offers services that include defining personal financial goals, developing written financial plans, and asset allocation tailored to individual risk tolerance and time frames. David's approach emphasizes understanding each client's unique needs and implementing strategies to overcome financial obstacles. He serves individuals and families looking for personalized financial guidance and planning.

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