Henry Aery

Associate Wealth Advisor

Get to Know Henry…

Favorite part about working at Moneco:
How often the phrase, “Client First, Always” is woven into daily conversations. Being in an environment where that commitment is consistently lived out makes the work even more meaningful.

What I enjoy most about what I do:
The responsibility entrusted in me by clients to navigate their present and future gives me great joy and energy

Favorites

Quotation: “It’s not the lack of resources, it’s your lack of resourcefulness that stops you.” – Tony Robbins

Vacation Destination: Croatia, Denmark, South Africa

TV Show or Movie: The Wire, The Pitt

Band or Music: Pink Floyd

Sports Teams: Formula 1

Experience:
Henry’s financial planning experience began informally as a proud HENRY, DINK, and FIRE enthusiast while working in tech. He felt called to switch careers after experiencing firsthand the comfort that proper financial, care, and estate planning provided his family during the loss of a loved one. Henry looks forward to serving families throughout all seasons of life.

Education & Certifications:
Henry graduated from Binghamton University with a B.S. in Accounting and a focus in Creativity and Consulting. He has passed all four CPA exams on his first attempt, along with the Series 65 and SIE exams. He plans to pursue the CFP® certification next – hopefully continuing his first-try streak!

Personal:
Henry is happily married to his wife—and favorite travel partner—Katie. They enjoy exploring new cities and taking long walks wherever they go. When he’s not working or traveling, you can usually find Henry on a go-kart track or eating a slice of pizza.

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