Kevin Henss
CFP®, CDFA®, MA
Strivent Financial
President and Founder
Kevin Henss
CFP®, CDFA®, MA
Strivent Financial
President and Founder
As a fee-only financial planner, my focus is to offer unbiased financial advice to help you achieve your life goals. - Kevin Henss, CFP®, CDFA®, MA
Fee-Only financial planner located in Mission Viejo, CA, serving clients locally and across the country
Kevin Henss is a Mission Viejo, CA fee-only financial planner. Strivent Financial provides comprehensive financial planning, investment management, and tax planning to help Gen X clients and Baby Boomers to organize, grow and protect their assets through life’s transitions. As a fee-only, fiduciary, and independent financial advisor, Kevin Henss is never paid a commission of any kind, and has a legal obligation to provide unbiased and trustworthy financial advice.
Kevin Henss is a Certified Financial Planner™ (CFP®) professional and President of Strivent Financial in Mission Viejo, CA. He is a graduate of the Personal Financial Planning Program from the University of California at Irvine (UCI) and has a Master of Arts degree from the University of Houston.
Kevin has been providing comprehensive financial planning advice for over seven years and previously worked for an independent financial planning firm that specialized in serving women that are going through significant changes in their lives including a career change, caring for loved ones, divorce, retirement, and the loss of a spouse.
He is an avid speaker and presenter of financial planning concepts having presented to hundreds of financial advisors at the Financial Planning Association in Orange County and Santa Barbara chapters.
Kevin served on the board of the Financial Planning Association in Orange County (FPA-OC) as the Director of Communications and was voted “Volunteer of the Year” in 2011 for his successful achievements and contributions. He continues to volunteer and is currently the leader of the FPA-OC’s Internship Program where he connects aspiring financial planners with host financial planning firms.
Kevin Henss is a Member of the National Association of Personal Financial Advisors
The National Association of Personal Financial Advisors (NAPFA) is a leading professional association of Fee-Only financial advisors - highly trained professionals who are committed to working in the best interests of those they serve.
NAPFA members live by three important values:
- To be the beacon for independent, objective financial advice for individuals and families.
- To be the champion of financial services delivered in the public interest.
- To be the standard bearer for the emerging profession of financial planning.
Strivent Financial was founded to provide comprehensive financial planning to Gen X and Baby Boomer generations with a focus on those preparing for retirement and those going through retirement in Orange County, California and beyond. We do our best work for clients that need clear answers to their complex questions and challenges. Strivent Financial works along-side you as a trusted partner to help you align your financial resources with your values and goals, so you can focus on what matters most to you.
Fee-Only, Fiduciary, Independent: Three Important Criteria to Consider When Choosing a Financial Advisor.
Specialties
- Comprehensive Financial Planning
- Retirement Income Planning
- Investment Management
- College Education Planning
- Tax Planning
Ideal Clients
- Retirees and Near Retirees
- Growing Families
- Business Owners and Executives
- Sudden Money Situations
- Novice Investors
Working Together
- In-Office Meetings
- Virtual Meetings
- Clearly Defined Fees
- No Product Sales
- Complimentary Initial Consultation
Professional Designations & Affiliations
-
Kevin Henss is a NAPFA-Registered Financial AdvisorThe National Association of Personal Financial Advisors (NAPFA) is a leading professional association of Fee-Only financial advisors—highly trained professionals who are committed to working in the best interests of those they serve.
-
Kevin Henss is a CERTIFIED FINANCIAL PLANNER™ Professional - Click for VerificationCFP® professionals are held to strict ethical standards to ensure financial planning recommendations are in your best interest. What’s more, a CFP® professional must acquire several years of experience related to delivering financial planning services to clients and pass the comprehensive CFP® Certification Exam before they can use the CFP® designation.
-
Kevin Henss is a member of The Financial Planning Association® (FPA®)FPA® is the largest membership organization for CFP® professionals in the U.S. and supports high standards of professional competence, ethical conduct, and clear, complete disclosure when serving clients.
-
Kevin Henss is a Member of the XY Planning NetworkThe XY Planning Network is the leading organization of fee-only financial advisors who are focused on working with Generation X and Generation Y clients. Our mission is to connect consumers with best-in-class financial advisors who specialize in working with clients just like you.
-
Kevin Henss is a Certified Divorce Financial Analyst® (CDFA®)A CDFA® professional is a financial professional skilled at analyzing data and providing expertise on the financial issues of divorce. The role of the CDFA® professional is to assist the client and his or her attorney to understand how the decisions he or she makes today will impact the client’s financial future. A CDFA® can take on many roles in the divorce process: Financial Expertise and Strategy, Data Collection and Analysis, Expert Presenter and Litigation Support. In some cases, CDFA® professionals are called upon to act as expert witnesses in court or in mediation proceedings.
Contact Kevin Henss
Office Locations:
-
27201 Puerta Real
Suite 300
Mission Viejo, CA 92691
