Joseph C. Henriques

CFP®, AIF® Managing Director, Wealth Strategies (717) 975-8800

Joseph C. Henriques Specializes In:

  • High Net Worth Investors
  • Business Retirement Planning
  • Socially/Environmental Conscious Investing
  • Financial Planning
  • Retirement Planning
  • Medical Professionals
  • Business Continuity Planning

Camp Hill, PA


Bachelor of Arts – Franklin Pierce University


FINRA Series 6, 7, 63, 65; Pennsylvania Life/Health & Variable Annuity License


Joe received his Bachelors Degree from Franklin Pierce University.  He then attained much success and recognition as a previous employee of both Pitney Bowes and Automatic Data Processing (ADP) and as a small business owner in the New York City area.

Joe’s time spent with ADP provided him with experience in handling 401(k) and SIMPLE IRA plans.  Joe has received many accolades for his work, including ADP’s Board of Director’s award and national recognition as one of ADP’s top ten district managers.  Joe comes to CWA with a strong understanding of small business and of retirement vehicles.

Since joining CWA, Joe received his CERTIFIED FINANCIAL PLANNER Certification meeting rigorous professional standards and the commitment to the principles of integrity, objectivity, competence, fairness, confidentiality, professionalism, and diligence when dealing with his clients.

He has also earned the Accredited Investment Fiduciary® (AIF®) designation.  The AIF® program provides designees the knowledge needed to implement a prudent process into their own investment practices and being able to assist others in implementing proper policies and procedures according to fiduciary standards.

In 2014, Joe joined the American Cancer Society Volunteer Leadership Council to rally individuals and communities and empower them to fight back against cancer.

In 2015, Joe was named Forty under 40 by the Central Penn Business Journal.  This award recognizes the Capital region’s most accomplished young business leaders who are committed to business growth, professional excellence, and community service.  Joe has also been selected to join the Leadership Harrisburg Area Class of 2016 Community Leadership Series.


Check out the background of investment professionals on FINRA’s

Looking for a Better Client Experience

Schedule your Introductory Call Today

News & Events

Financial Digests That Make You Look Like You Know What You’re Talking About

February 1, 2023 | Lena Rizkallah, JD, CRPC® I’m not a morning person.  Especially in t...
Read More

Understanding the Past, Predicting the Future

January 30, 2023 | Anthony Conte, MSFS, CEPA, CFP® There are indicators that we can simply igno...
Read More

Retirement Planning Myths

January 3, 2023 | Anthony Conte, MSFS, CEPA, CFP® Each years’ end gives all of us working sti...
Read More