Henry Cho joined Professional Wealth Associates in 2024, bringing over a decade of experience in the Financial Services industry. Before his current role as a Client Service Specialist, Henry dedicated 11 years to enhancing client satisfaction and business operations as a Client Service Associate at PRB Wealth Management, an independent financial planning firm in New York City, where he developed a robust foundation in account management, asset allocation, and strategic planning.
Over his career, Henry honed his expertise in corporate retirement plans, including Financial Wellness programs, as well as servicing clients on a daily basis. Henry’s commitment to Compliance and Risk Management is evident in his leadership during the implementation of Business Continuity Plans in response to the COVID-19 pandemic. He was also responsible for developing Fraud Prevention policies that significantly mitigated the risks of unauthorized transactions on client accounts.
A graduate of Queens College with a Bachelor’s in Economics, Henry’s FINRA securities registrations include the Series 7 and 66 licenses, further underscoring his comprehensive understanding of financial regulations and product knowledge. In his spare time, Henry trains in Muay Thai and Brazilian Jiu Jitsu.