As a Retirement Plan Specialist at CFO4Life, Jesse Henley plays a pivotal role in helping corporate clients (and their employees) secure their financial futures. With an understanding of retirement planning strategies, Jesse excels in crafting retirement plan solutions that align with each client's business goals and personal aspirations. Jesse's dedication to providing comprehensive, tailored advice underscores his commitment to making a positive impact on individuals' financial well-being.
Jesse graduated from the University of Florida with a Bachelor of Science in Psychology and a minor in business. He began his career in the mortgage industry, where he accumulated a wealth of knowledge during his 15-year tenure. Jesse transitioned to wealth management in 2019, harnessing his extensive background to offer clients a well-rounded perspective on investment strategies for business owners.
Jesse is the father of two beautiful daughters and resides in the DFW area. Regardless of his new home state, Jesse remains a massive Florida Gator football fan.