Henry Yoshida

Sr. VP

2024 - Current

Co-Founder

2018

Rocket Dollar, a WAO Fintech company, makes it easy to unlock retirement savings to invest in private and alternative assets. For more information, visit www.rocketdollar.com

Founder [Acquired by Goldman Sachs NYSE: GS]

2014 - 2017

Founder [Acquired by CAPTRUST]

2010 - 2014

Founder and Principal of SEC Registered RIA with $2.5 Billion in AUM for mid to large market plan sponsor clients. 2014 finalist: ASPPA/NAPA 401(k) Leadership Award, 2012 and 2013: finalist for PLANSPONSOR Magazine’s Retirement Plan Adviser of the Year, 2010 and 2011: Top 10 Most Influential in the Defined Contribution Industry for Investment Wire.

Vice President

2000 - 2010

Intern

1998 - 1998