Jay P Henriksen, CFP®

Jay P Henriksen, CFP®

Area Manager

Followers of Jay P Henriksen, CFP®387 followers
location of Jay P Henriksen, CFP®San Clemente, California, United States

Connect with Jay P Henriksen, CFP® to Send Message

Connect

Connect with Jay P Henriksen, CFP® to Send Message

Connect
  • Timeline

  • About me

    Principal Investment Advisor at TrestlesWealth Management Group- JKR & Company

  • Education

    • UC Irvine

      -
      CFP® Certification Wealth Management
    • University of California, Santa Barbara

      -
      Bachelor of Arts (BA) Chemistry, Minor Emphasis Economics

      Activities and Societies: President Chemistry Major's Association

  • Experience

    • Pfizer

      Mar 1995 - Sept 1997
      Area Manager
    • Medtronic

      Oct 1997 - Jun 2017
      Senior Manager, Cardiac Rythym, Coronary, Peripheral, and Endovascular Divisions

      Responsibilities include formulating and implementing sales and marketing strategies for outside sales and clinical teams for multiple Medtronic Divisions. Awarded numerous national performance awards including Corporate CEO Inclusion Award for Outstanding Leadership, the Elite President's Club Award, and pivotal new product Marketing Launch Awards. Recognized for strong leadership and relationship building skills with KOL physicians and C-suite executives. Instrumental in significant new modality product launches. Show less

    • JPH MedDev Consulting

      Jul 2017 - Jan 2018
      Consultant

      Consultant to multiple public, private, and start-up medical device companies. Projects ranged from commercialization of novel coronary and peripheral stent technologies to virtual cost effective network solutions for connecting procedural healthcare professionals.

    • TrestlesWealth Management Group at JKR & Company-www.TrestlesWealth.com

      Jan 2018 - now
      CFP®, Principal Investment Advisor

      "A Holistic Wealth Management Approach"-Our independent practice is aligned with the principles of the Hippocratic Oath, "primum non nocere." Understand the risks, do no harm. Our goal is to alleviate our clients' financial anxieties so that they may focus their time and energy on the more important things like their family, community, and profession. By providing clarity of thought, we help our clients gain "peace of mind."

    • El Niguel Country Club

      Jan 2020 - Dec 2022
      Member Board of Directors
    • Dana Point Entertainment and Arts Council

      Jul 2021 - Jan 2023
      Executive Board Member, CFO
  • Licenses & Certifications

    • Series 65-Investment Adviser Representative

      FINRA (Financial Industry Regulatory Authority)
      Jun 2018
      View certificate certificate
    • Certified Dimensional Fund Advisor

      Dimensional Fund Advisors
      Jun 2018
    • CERTIFIED FINANCIAL PLANNER™ Professional

      CFP Board
      Jul 2020
      View certificate certificate
  • Honors & Awards

    • Awarded to Jay P Henriksen, CFP®
      CEO Inclusion Award for Outstanding Leadership Medtronic 2010 National award recognizing leaders promoting diversity to succeed.
    • Awarded to Jay P Henriksen, CFP®
      Elite President's Club Award -
    • Awarded to Jay P Henriksen, CFP®
      Multiple Management Leadership Council Appointments -
    • Awarded to Jay P Henriksen, CFP®
      National Product Marketing Launch Awards -