MFA was founded with the sole aim of empowering our clients to realize their financial objectives. Our seasoned team is committed to helping you live your best life.
“We act with integrity to help our clients achieve their goal of success and empowerment in their personal and financial lives by developing financial planning strategies customized to their lifestyle and objectives. As a result, we provide the security and confidence you seek to help achieve the lifestyle you deserve.”
Nick is a firm believer in the adage that knowledge is power. He has focused his 30-year career on strengthening his experience and empowering his clients with knowledge so they can take control of their financial future.
His years of experience, attention to detail, hands-on approach, and empathy have positioned Nick as a trusted Investment Advisory Representative in San Francisco. Nick, specializing in income optimization and financial and retirement planning, has worked with major financial institutions in the Bay Area and currently manages over $115 million in assets, empowering over 185 households to achieve their personal and financial goals.
Nick is a confessed foodie, wine enthusiast, and intrepid traveler who enjoys traversing the world with his husband, Dan. His love of the outdoors is reflected in his support for the San Francisco Parks Conservancy, Yosemite Conservancy, and others.
Ken Henson II
Ken Henson II
“We serve as trusted financial guides, committed to acting with honesty and integrity. We offer our clients the knowledge they need to feel comfortable about their financial choices.”
Ken is a CERTIFIED FINANCIAL PLANNER™ professional helping clients meet their financial goals for over 10-years. Ken has focused on Investment Management, Financial Planning, Employee Benefits, Tax-Efficient Strategies, and Estate Planning.
By leveraging technology, Ken develops comprehensive financial analysis and tailored strategies to help his clients attain their financial goals.
Ken’s experience in the financial services industry, including The Vanguard Group and LPL Financial, has allowed him to hone his integrated financial strategies. His efficient and collaborative philosophy, coupled with his easy demeanor, make Ken the ideal financial planning professional.
A recent father, Ken spends much of his time with his daughter, Charlotte, and his partner, Sara. When Ken isn’t keeping up with recent financial news or figuring out a client’s financial “puzzle,” he loves to surf, practice yoga, and travel with his family.
“MFA is focused on guiding and empowering our clients to reach their goals. Together, we provide the knowledge, skills, and insights our clients need to live their dreams.”
Rebecca has deep administrative experience in the technology, medical and financial planning sectors. Her empathy, focus, and meticulous eye for detail enable MFA to provide a truly efficient and seamless customer service experience.
Rebecca has dedicated her career to channeling her skills and experience to benefit her colleagues and their clients. Her geniality, discretion, and professionalism embody the best of the MFA values.
Outside of the office, Rebecca and her partner Matt enjoy traveling to far-off lands, working in the garden, and socializing with friends. You won’t often see her without her faithful four-legged companion, Lilliputian, by her side. Rebecca is devoted to her family, and she travels to visit them as often as possible. Her daughter, Rachel, is her pride and joy. Love of reading, politics, and an interest in social justice and environmental issues round out her passions.
“MFA delivers a personalized, hands-on approach to financial planning that helps you strive towards your financial goals to help you get closer to the future you envision.”
Jared has experience working at one of the country’s largest financial planning firms and a small independent financial planning firm. He holds a Bachelor of Science in Business Administration and a Master of Financial Analysis, laying the groundwork for a career in financial planning. He is a student of the industry and is continuously striving to learn more and stay up to date with financial planning strategies and implementation.
Jared believes that having all the facts and information will allow him to service clients to the best of his ability. His analytical background and attention to detail help build clients’ financial plans.
Jared loves spending time outdoors and at the beach, hiking, biking, and practicing yoga. You can usually find him reading a good book or working on a new skill or hobby. Jared is a social butterfly and enjoys spending time with friends and seeing his family on the East Coast.