Broker Check
James F. Henyey CFP®

James F. Henyey CFP®

Principal

Main: 216.642.7878

James Henyey joined Vantage Financial Group in 1990 and currently serves as a Principal with the firm. Jim specializes in providing personalized financial advisory and investment management services. His main areas of competency and specialization include investment management, tax planning, retirement income planning, estate planning and long-term care insurance.

Henyey began his financial services career in 1974 at KeyBank and rose to various senior management positions, including District Bank President from 1986 to 1989.

Jim earned the Certified Financial Plannertm professional certification in 1990, and is also a member of the Financial Planning Association on both the local and national levels. Throughout his career, Jim has served on the boards of various non-profit organizations and as treasurer of his church and treasurer of the Cleveland Lutheran High School Association. The native Clevelander holds a Bachelor of Arts degree from Allegheny College.

Jim holds his Series 6, 7, 63 securities registrations as well as Life, Accident & Health insurance licenses. In addition, is an Investment Advisor Representative.