Steven A. Henderson,  CFP<sup>&reg;</sup> - Financial Advisor

Steven A. Henderson, CFP®

CPA, PFS,

Union Financial Advisors, LLC

6140 S 104th E Ave, No 100
Tulsa, OK 74134
(918) 665-0001

General

Steven Henderson is a CERTIFIED FINANCIAL PLANNER™ professional and member of the Financial Planning Association. Serving clients at Union Financial Advisors, LLC in Tulsa, OK and the surrounding communities.

Financial Advisor Certifications

Securities Registrations or Exam Qualifications

7, 6, 24, 63, 65, 66

Designations & Certifications

  • CERTIFIED FINANCIAL PLANNER™ (CFP®)
  • Certified Public Accountant (CPA)
  • Personal Financial Specialist (PFS)

Insurance Licenses

  • Life insurance
  • Health/disability insurance
  • Fixed annuities
  • Variable annuities

Financial Advisor's Specialties

Comprehensive Financial Planning, Attending College, 401(k)/403(b)/IRAs, Buying a Home, Annuities, Charitable & Planned Giving, Asset Allocation, Business Taxes, Career Change, Disaster Recovery, Estate Planning, Investment Management, Corporate Finance, Getting Divorced, Employee Benefits, Limited Partnerships, Mutual Funds, Getting Married, Job Loss, Insurance, Retirement, Stocks & Bonds, Long-term Care, Starting a Family, Succession Planning, Sudden Wealth, Personal Taxes

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