Proud to Announce, Rory Henry Has Officially Obtained His CFP.

We are proud to announce Rory Henry, CFP®, BFA™, a Director on the Arrowroot Family Office team and the AFO Wealth Management Forward team, has officially obtained his Certified Financial Planning (CFP) designation.

The CFP designation is recognized as a global achievement for financial professionals who have met rigorous educational, experience, and ethical requirements set by the CFP Board. It is also seen as a great accomplishment in the holistic financial planning and wealth management space.

“Rory is an integral part of both the Arrowroot Family Office and AFO Wealth Management Forward teams. Our firm is very proud to see Rory succeed and join other honorable and esteemed professionals as a licensed CFP.” Says Rob Santos, CEO of Arrowroot Family Office. Rory adds “I’m ecstatic to continue to help empower financial planners and wealth managers across the country.”

Rory brings over 15 years of extensive experience in the tax and financial advisory professions to the AFO team. He has successfully developed and implemented the AFO Wealth Management Forward program, which collaborates with accounting firms to deliver comprehensive Holistic Wealth Management Services. With a passion for technology, Rory excels at leveraging innovative tools to enhance the client experience by streamlining tax, accounting, and wealth management services.

Additionally, Rory co-hosts the highly regarded AFO Wealth Management Forward podcast, where he conducts interviews with notable publications and organizations such as the WSJ, Forbes, Fortune Magazine, Accounting Today, Vanguard, as well as Venture-Backed Fintech Companies and Nationally Recognized Thought Leaders.

We could not be more proud of Rory at both Arrowroot Family Office and AFO Wealth Management, and we plan to continue to support him in the next chapter of his career with AFO.

About Arrowroot Family Office, LLC

Arrowroot Family Office is a registered investment advisor and financial and tax planning firm. Arrowroot Family Office was designed with the goal of providing the family office approach to holistic wealth management, regardless of the client’s net worth. With a deep belief in the transformative power of technology and collaboration, the principals and staff of Arrowroot Family Office provide a high level of service, transparency, and value to its clients. For more information, please visit www.arrowrootfamilyoffice.com.