Ivan T. Henriquez

About Ivan T. Henriquez

As an Investment Advisor, I help professionals and business owners simplify complex financial decisions, reduce taxes, and create a clear strategy for long-term wealth.Have you ever thought… “I make good money, but I feel like I’m overpaying in taxes” “My investments, insurance, and tax strategy don’t feel connected” “I’m not sure if my current plan actually supports my long-term goals”That’s where I come in.Through my Integrated Wealth Optimization Framework™, I guide clients through a structured, personalized planning process designed to bring clarity and coordination across their entire financial life.I help clients:* Identify hidden tax inefficiencies tied to income, bonuses, equity, and business cash flow* Coordinate investments, protection, and long-term planning into one clear strategy* Make confident decisions without feeling overwhelmed or sold toMy focus is not products — its helping clients move forward with confidence, clarity, and control.If you value thoughtful planning over sales pressure, let’s connect. i••••••••@forthrightcps.com https://forthrightcps.com/our-team-ivan/ 70••••••81Best, Ivan H. Investment advisory services are offered through Forthright Capital Advisory, LLC dba Forthright Capital Advisory, an SEC registered firm. SEC registration is not an endorsement of the firm or by the commission and does not mean that the advisor has attained a specific level of skill or ability. Insurance products are offered through Forthright Capital Partners, LLC. Forthright Capital Advisory LLC and Forthright Capital Partners LLC are separate entities that offer separate services.

Experience

1. Financial Advisor

   Forthright Capital Partners

   Sep 2023 — Present · Charlotte, NC, US

   At Forthright Capital Partners, we help professionals and business owners make smarter financial decisions by coordinating every aspect of their financial life into one clear strategy.We specialize in reducing unnecessary taxes, improving cash flow efficiency, and helping clients build long-term wealth with confidence — without complexity or guesswork.* WHAT WE DO:Help professionals reduce taxes tied to income, bonuses, equity compensation, and business cash flowDesign coordinated wealth strategies that align investments, protection, and long-term goalsProvide clear guidance through major financial decisions and life transitions* HOW WE DO IT:Using the Integrated Wealth Optimization Framework™, a personalized planning processCoordinating taxes, investments, insurance, and long-term planning instead of treating them separatelyActing as a strategic partner — not a product salesperson* WHAT MAKES US DIFFERENT:We focus on coordination, not just investmentsWe simplify complex financial decisions into clear, actionable strategiesWe prioritize long-term relationships over transactions* Want To Learn More?If you’re looking for clarity, confidence, and a more integrated approach to wealth planning, let’s start with a simple conversation.

Education

• Academy of Art University

  Master of Architecture (M.Arch.), Architecture

  2010 — 2012

• Rich Dad Real Estate Group Coaching

  ABC's in real estate investing

  2014 — 2014

• Freedom Mentor Real Estate Investor

  Certificate of Creative Real Estate Financing Strategies

  2014