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David H
Series 63, Series 65
Los Angeles, CA
Henney Wealth Management
David Henney is a financial advisor at Henney Wealth Management in Los Angeles, CA, with 28 years of industry experience. He holds the Series 63 and Series 65 credentials and has been with Henney Wealth Management since 2011. Outside of advisory services, he is involved in non-variable insurance products including life, health, and fixed annuities. Henney Wealth Management offers discretionary and non-discretionary investment management and financial planning to a range of clients including individuals, high-net-worth individuals, trusts, and pension plans. The firm constructs portfolios primarily using ETFs and closed-end funds and provides retirement planning and Social Security claiming strategy guidance.
Andrew M
Series 63, Series 65
Los Angeles, CA
Henney Wealth Management
Andrew Mutzabaugh is a financial advisor at Henney Wealth Management with 25 years of industry experience. He holds Series 63 and Series 65 licenses and has been with Henney Wealth Management since 2011. Henney Wealth Management provides discretionary and non-discretionary investment management and financial planning services to individuals, high-net-worth individuals, trusts and estates, pension and profit-sharing plans, corporations, and partnerships. The firm primarily constructs portfolios using ETFs and closed-end funds and offers retirement planning and Social Security guidance as part of its services.
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