Henry Cox, CFP^®

Designations and licenses

Henry is a CERTIFIED FINANCIAL PLANNER® professional.

Experience and education

Henry provides comprehensive financial advisory services to high-net-worth individuals and their families to help them achieve their goals.

Prior to joining Mariner, Henry worked as a financial planner at Mercer Advisors, where he developed and presented comprehensive financial plans tailored to client goals. He performed in-depth tax analysis to deliver tax-efficient strategies and partnered closely with clients and advisors to ensure timely execution of financial planning actions.

Henry has a bachelor’s degree in finance from the University of Colorado Boulder.

Personal interests

Away from the office, Henry enjoys an active lifestyle, spending time with family and friends, creating ceramics, playing tennis and cooking.

Henry’s Office

Certified Financial Planner Board of Standards Center for Financial Planning, Inc. owns and licenses the certification marks CFP^®, CERTIFIED FINANCIAL PLANNER^®, and CFP^® (with plaque design) in the United States to Certified Financial Planner Board of Standards, Inc., which authorizes individuals who successfully complete the organization’s initial and ongoing certification requirements to use the certification marks.