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  2. Henry “Hank” J Shields IV

Henry “Hank” J Shields IV

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Henry “Hank” J Shields IV, CFP®, AIF®, CPFA
Senior Consultant
Phone: 
703-205-0315
E-mail: 
hshields@ascendplanning.com

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 professional, 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.

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  •   3141 Fairview Park Drive, Suite 250, Falls Church, VA 22042
  •   888-660-4300
  •   info@ascendplanning.com

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Financial Professionals with Ascend Planning & Consulting, LLC (APC) offer securities through Equitable Advisors, LLC (NY, NY 212-314-4600), member FINRA/SIPC (Equitable Financial Advisors in MI & TN), offer investment advisory products and services through Equitable Advisors, LLC, an investment advisor registered with the SEC, and offer insurance and annuity products through Equitable Network, LLC. Equitable Network conducts business in CA as Equitable Network Insurance Agency of California, LLC, in UT as Equitable Network Insurance Agency of Utah, LLC, in PR as Equitable Network of Puerto Rico, Inc.  Equitable Advisors, Equitable Network and Ascend Planning & Consulting do not offer tax or legal advice.  Consult with your professional tax and legal advisors regarding your circumstances.  Individuals may transact business and/or respond to inquiries only in state(s) in which they are properly qualified. The information in this website is not investment or securities advice and does not constitute an offer.

For more information about Equitable Advisors, LLC you may visit https://equitable.com/crs to review the firm’s Relationship Summary for Retail Investors and General Conflicts of Interest Disclosure.

Ascend Planning & Consulting, LLC is not a registered investment advisor and is not owned or operated by Equitable Advisors or Equitable Network.

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