Henry “Hank” J Shields IV
I think I have the best career in the world. It seems hard to believe that I started in this industry over 10 years ago, but when it doesn’t feel like work, the time does seem to fly by you. Before becoming a financial advisor, I founded a couple of restaurants in DC with close friends of mine. That experience has given me a unique insight to the struggles and successes of business owners. For me, that’s what so rewarding about this career: helping hardworking individuals and businesses achieve their financial goals.
Notwithstanding the credentials below, it is most important to understand what you are trying to achieve. Once I know what the objectives are, together with our team, we will be able to assist you and your business toward their attainment. I have found you can learn more about a person by meeting with them…so drop us a line or give me a call. I’d be happy to meet with you. Or, if you are looking for a competitive game of Bocce Ball, my DC Special Olympic Team made it the Nationals in 2018. We can roll!
- BA, Political Theory- The Catholic University of America
- CFP® - George Mason University
- AIF® - Accredited Investment Fiduciary
- CPFA- Certified Plan Fiduciary Advisor
Member of National Association of Plan Advisors.