HG
CFP
HG
CFP
Henry Gibson-Garcia
4 Years of Experience
Orlando, FL
1 Disclosure
Henry Gibson-Garcia is a CFP-designated registered investment advisor at G4 Financial Planning, LLC, based in Orlando, FL, with 4 years of industry experience. Henry operates on a fee-only basis, meaning they do not earn commissions from product sales. Their firm serves 15 clients.
Compensation
Fixed/Hourly
Firm Size
1 advisor
IM Fee
Planning only
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Location
Orlando, FL
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Regulatory History (1)
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Financial
May 2017Final
Other Business Activities
Henry works as a standardized patient educator at the University of Central Florida College of Medicine since 2015. This non-investment related activity takes nearly full-time hours, including during trading hours.
Employment History
Current Registrations
G4 Financial Planning, LLC
December 2023 - Present · 2 yrs 5 mos
Previous Registrations
Plan & Act Pension Advisors
July 2021 - June 2023 · 1 yr 11 mos
Plan & Act
November 2020 - June 2023 · 2 yrs 7 mos
State Registrations1 state
FL
Advisor
You can work with an advisor not registered in your state. Most advisors can legally serve a small number of clients across state lines without registering.
Exams
No exam information available for this advisor.