Kerry Hendrix is a Wealth Management Advisor with Capstone Partners Financial. Kerry has worked in the financial industry for 14 years. He engages with his clients from a planning perspective to create their financial roadmap in order to help them accomplish their goals in their timeframe. Education, Direction, Guidance, and Experience is the E.D.G.E. that his clients will receive in their relationship.
In addition to financial services, Kerry has a 15 year background in human resources in the areas of cash management, lending solutions, investments, and healthcare. Kerry has also spent time in public relations, marketing, and advertising, and for four years served as the first Executive Director and business leader for the Desert Business Association, the LGBT Chamber of Commerce in Palm Springs.
Kerry is a Desert Storm Veteran who served in the Air Force in the United States and Okinawa, Japan from 1988 to 1992. While mostly studying abroad, he completed his AA degree at San Francisco City College in 1994.
I take the time to get to know you beyond your financial concerns. Working in concert with your other trusted advisors, I build strategies and appropriate solutions to help you achieve your personal definition of financial success. This approach allows me to establish deep and lasting relationships, to deliver hands-on, high-end service and to help meet financial goals that are uniquely tailored to you.
I am committed to building a relationship of mutual trust and respect that enrich the lives of my clients and our community.
A registered representative of and offers securities, financial planning, and investment advisory services through MML Investors Services, LLC, Member SIPC. Supervisory office: 4695 MacArthur Court, Suite 1000, Newport Beach, CA 92660. 949-660-1717; Fax 949-660-1991.
MassMutual refers to Massachusetts Mutual Life Insurance Company. approval number CRN202505-2527834
CA Insurance License: 0E23661