

Financial Advisor
Henry Choi
CFP®, CPWA®
505 San Marin Dr Suite 110b, Novato, CA 94945opens in a new windowAccepting New Clients
Serving clients with $250,000
Focus Areas
- Corporate Executives
- Employee Stock Options
- Information Technology Professionals
- Estate & Legacy Strategies
- Retirement Income Strategies
Focus Areas
- Corporate Executives
- Employee Stock Options
- Information Technology Professionals
- Estate & Legacy Strategies
- Retirement Income Strategies
Financial Advisor Certifications
CFP®
CERTIFIED FINANCIAL PLANNER®CPWA®
Certified Private Wealth Advisor®
Personal Interests
- Backpacking
- Camping
- Hiking
- Real Estate
- Snorkeling
Team Members
Paula GreeneSr. Branch Office Administrator
Noelle CardosoBranch Office Administrator
Stephanie GallegosBranch Office Administrator
Send Me a Message
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Hours
| Weekday | Availability |
|---|---|
| Mon | 08:00AM - 05:00PM |
| Tue | 08:00AM - 05:00PM |
| Wed | 08:00AM - 05:00PM |
| Thu | 08:00AM - 05:00PM |
| Fri | 08:00AM - 05:00PM |
| Sat | By Appointment Only |
| Sun | Closed |
Additional Hours
- Evenings
- Weekends
- Web Conferencing
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