Steven C. Henningson
AIF ®, CIMA®
Founder & Partner, Wealth Advisor
949-271-6580
949-266-0311
steve@conciergewmg.com
Steve Henningson, the founder of and principal at Concierge Wealth Management Group, specializes in wealth management solutions for individual clients and families. He received his Bachelor of Science in Economics and Political Science from Bradley University in Peoria Illinois.
Steve acquired more than 20 years of Wall Street training and experience, managing more than $100 million for pension plans and high net worth families and becoming a Senior Vice President of Investments at Smith Barney. While at Smith Barney, he became a member of the Investment Management Consultants Association® (IMCA®) and earned a Certified Investment Management Analyst® (CIMA®) designation from University of Pennsylvania’s Wharton School of Business. Steve was recognized for his experience and abilities, thereafter receiving the title of Senior Investment Management Consultant at Smith Barney, a credential only given to the company’s top consultants.
Steve has always advocated the practice of being a steward of his client’s assets. In 2016 he earned the AIF® Accredited Investment Fiduciary designation, from the Center for Fiduciary Studies. The Accredited Investment Fiduciary® (AIF®) training empowers investment professionals with the fiduciary knowledge and tools they need to serve their clients’ best interests. Attainment of the AIF designation demonstrates understanding of the Prudent Practices® and the fundamentals of fiduciary responsibility with wealth, retirement, and endowment clients. These are:
- Formalizing an investment strategy
- Implementing the investment strategy and conducting due diligence
- Ongoing monitoring of investment results, fees and providers
Getting to know Steve
Favorite food: Grass Fed Beef Filet
Favorite quote: Know what you want your money to do for you.
Favorite book: 2018 – Daring Greatly by Brene Brown
Favorite TV show: Longmire
What motivates you: Have a culture of curiosity and continuous improvement to deliver the best services to our clients.
Favorite holiday: Easter
Place you’d most like to visit: Italy
Biggest accomplishment: Enjoying friends and raising our family
