John Henry, PhD
Investment Advising for Data Scientists
Wealthtender Community Connect helps people discover the best financial advisors for their individual needs through their favorite blogs and podcasts.
Click Here to Learn More Great job!
- Add your tagline
- Add your headshot
- 📍Add Your Business Address
- Add your social media
- Sign up for our 💬 Community
- Add your details
Story Makers Investment Advisors
John Henry, PhD
Rate this
Advisor
Denver, CO
Serving Clients Nationwide
Investment Advising for Data Scientists
Areas of Focus
- Investing
- Real Estate Investing
- Saving
About Me
Hi, I'm John Henry, Ph.D — the founder of Story Makers Investment Advisors, bringing over two decades of experience working with Data Scientists, Engineers, and Actuaries. I have worked at companies such as MSIG, Convr, Maiden Re, and AIG in roles including Chief Data Scientist, Chief Analytics Officer, Predictive Modeler, and Actuary.Aside from my work experience, I am also a passionate educator and have taught Mathematics and Statistics courses ranging from undergraduate to Ph.D levels at Oregon State University, North Carolina State University, and New York University. I enjoy empowering others to solve problems with mathematics and statistics.
I am held to the fiduciary standard of care — that means I am legally and ethically required to act in my clients’ best interest when providing personalized investment advice and recommendations. Moreover, as an advice-only and fee-only advisor, I can easily provide full transparency regarding pricing while avoiding conflicts of interest.
WHY
My personal journey has been one of hard work, education and overcoming obstacles. While growing up in Eugene, Oregon, my parents were regularly incarcerated or incapacitated. Despite these challenges, I became a first-generation college graduate.
Still, financial uncertainty and instability at home left me in the dark about personal finance for many years. By investing in myself and my education, I created the financial foundation to live the life I want, which now involves travel, exploring art and theater, and spending time with my family.
I want you to realize the same level of success that I have. That is why I have built Story Makers Investment Advisors. I want to continue to help my clients make their own success stories.
Affiliations
- Fee Only Network
Primary Location
Denver, Colorado
Meeting Options
- Video Conference
- In-Person
- Phone
Compensation Methods
- Advice-Only
- Fee Only
- Package Offers
What to expect in the first meeting
Click the 'Book Intro Call' button above and then the 'Sign Up' button to create an account and book an appointment. I look forward to speaking with you.About our Firm
Story Makers Investment Advisors is a registered investment advisor (RIA) specializing in providing personalized financial solutions exclusively for Data Scientists, Engineers, Actuaries, and similar professionals. Our objective is to help you reach your desired future financial state, allowing you to focus on advancing your career and enjoying the things in life that bring you joy.Education
Master’s: International Real Estate | Master’s: Jurisprudence | Graduate Certificate: Wealth Management | Graduate Certificate: Computational Finance & Risk Management | Ph.D: Statistics | Ph.D Minor: Mathematics | Ph.D Minor: Ecosystem Informatics | Master’s: Statistics | MS Minor: Actuarial Mathematics |Bachelor’s: Applied Mathematics
Hobbies and Interests
- Family
- Music
- Sports
- Theater
- Traveling
SEC Lookup
View DisclosureWho We Serve
- Actuaries
- Data Scientists
- Engineers
- Technology Professionals
To make Wealthtender free for readers, we earn a nominal monthly fee from financial advisors and firms in exchange for marketing services (including being featured on this profile page), subject to terms of use. This compensation creates a natural conflict of interest when we favor their promotion over others. Wealthtender is not a client of these advisors or firms. Testimonials may not be representative of other clients’ experiences and do not guarantee future performance or success.
Write a Review
By clicking submit, you acknowledge this review is based on your own experience and reflects your genuine opinion. You also agree to our review policy, privacy policy, and terms and conditions, and give this financial advisor permission to publicly display your review on their website.
Career Catalyst
✅ Wealthtender Certified Advisor Review™
Feb 20, 2024
Dr. John Henry has been a pivotal figure in my career journey through the challenging job market. Introduced to me by a family friend, Dr. Henry's impact on my career has been nothing short of remarkable. With a vast network and a heart genuinely set on helping others, he didn't just connect me to opportunities – he opened doors I didn't even know existed.
But it wasn't just about job placements. Dr. Henry took the time to understand me – my ambition, my skills, and my challenges. In a job market that often feels overwhelming, Dr. John Henry's support and genuine care have been a source of strength. Dr. Henry isn't just a mentor; he's a beacon of hope, leading the way through the uncertainties of career growth.
Relationship to Financial Advisor: Current Client
Compensation: This reviewer received no compensation for this review.
Conflicts of Interest: There are no material conflicts of interest.
Exceptional Financial Guidance
✅ Wealthtender Certified Advisor Review™
Feb 16, 2024
Dr. John Henry seamlessly blends his extensive corporate experience and impressive education with a genuine passion for teaching. His ability to convey complex information in a manner that resonates with data scientists, engineers, and actuaries is commendable. For professionals seeking personalized financial solutions, John's transparent fee structure ensures no surprises along the way. A top-notch choice indeed! 💼💡🌟
Relationship to Financial Advisor: This reviewer has never been a client.
Compensation: This reviewer received no compensation for this review.
Conflicts of Interest: There are no material conflicts of interest.
Accessible, attuned advice
✅ Wealthtender Certified Advisor Review™
Feb 14, 2024
One of the best features of John Henry's service is the ease with which information is provided and how accessible it is made, whether asynchronous or not. All the tools that allow for individualized advice are used, and the advice is paced to meet the client's particular readiness. I really appreciate that, and look forward to our continued work together to better my financial health.
Relationship to Financial Advisor: Current Client
Compensation: This reviewer received no compensation for this review.
Conflicts of Interest: There are no material conflicts of interest.
We Want Your Voice to be Heard
Wealthtender exists to help people discover the most trusted and authentic financial advisors and educators in the finance community.
Your honest reviews help people decide which financial professionals, personal finance blogs and podcasts may be best suited to their individual needs.
The majority of people trust reviews as much as personal recommendations, so what you write in your review should reflect your own opinion and experience.
➡️ Are you reviewing a financial advisor? Learn more about Certified Advisor Reviews.
Tips for Writing a Helpful Review
Be descriptive. Instead of just saying what you like or dislike, share why. What have you enjoyed most or least about your experience with the provider? Have they helped you overcome a difficult financial challenge or strengthened your knowledge about particular money matters? The more details, the better!
Be honest. Your rating and review should reflect your actual experience.
Stay relevant. Help ensure your review is useful to others by avoiding off-topic discussions or personal opinions not relevant to your direct experience.
Be objective. Try to highlight both positives and negatives in your review, even if your experience skews heavily in one direction.
Make your review easy to read. Reviews should be readable for others. Use proper grammar, avoid excessive capitalization or punctuation, and be sure to check your spelling.
Be yourself. Don’t post as, or pretend to be, someone else, and do not say you’re associated with a person or organization with which you are not.
Be nice. Don’t write abusive, hateful, threatening, or harrassing content. Avoid personal threats, hate speech, obscentities, or inflammatory language.
Respect the privacy of others. Don’t post information that can be used to identity another individual or compromise their privacy.
Report abuse. Thank you for helping us ensure reviews on Wealthtender are useful to everyone. If you suspect possible violations of our guidelines or believe a review is inappropriate, please email support@wealthtender.com with a link to the review in question and reason you believe it violates our guidelines.
Disclaimers
Wealthtender reserves the right to remove a review at any time for any reason. It is at our sole discretion and no one else’s, that we decide when a review is against our guidelines.
The reviews posted on Wealthtender are individual and subjective opinions. The opinions expressed in reviews are those of the reviewer and not of Wealthtender, Inc. We do not endorse any of the opinions expressed by reviewers.
Please refer to the Wealthtender terms of service and privacy policy for additional information.
If you have questions or if we can assist with anything at all, please contact us by email at support@wealthtender.com or call us at (512) 540 – 3811.
Thank you for visiting Wealthtender and giving us the opportunity to serve you.
© 2024 Wealthtender, Inc.
Leave a Reply