Henry Reed is Lead Planning Consultant at PWJohnson Wealth and Legacy, LLC.
He helps clients simplify complex decisions and move forward with confidence—delivering comprehensive planning, coordinating investment implementation, and keeping action items moving for families and the firm. He also drives workflow and technology upgrades and supports PWJohnson’s marketing initiatives.
Before this role, Henry served as an Associate Wealth Advisor at Griffin Black in Redwood City, where he led relationships for ~20 client families and built 60+ annual review presentations. Earlier, he supported trading and client operations at Silicon Valley Capital Partners and earned an “Innovator of the Quarter” award while serving high‑net‑worth teams at AssetMark. He first joined PWJohnson in 2018 as an Associate Financial Planner.
Henry has passed the CFP® exam (March 21, 2025) and met the education and experience requirements. He also holds the Series 65 and a Bachelor of Music (Percussion) from San José State University.