Helping physicians and professionals protect what they’ve built and plan what’s next, with nearly 40 years of trusted financial guidance.

About

Henry Echeverria’s career journey is a tale of unexpected opportunities, intellectual exploration, and a deep connection to personal growth and community. Born in New York City and raised in New York and Southern California, Henry attended high school in Pasadena before pursuing higher education at the University of Southern California (USC). There, he majored in the “History of Ideas,” a specialized field focusing on the evolution of concepts that have shaped Western civilization. He further enriched his education with studies in philosophy, literature, and even Japanese and Russian history.

Not one to stay within familiar boundaries, Henry returned to New York City for graduate studies at New York University (NYU), earning a degree in Comparative Literature. His intention was to follow his siblings’ footsteps into academia—his brother a professor of philosophy and his sister a long-time Spanish language and literature teacher. However, Henry ultimately decided against pursuing a dissertation, marking a pivot in his career aspirations.

After graduate school, Henry initially entered the field of translation services, utilizing his bilingual fluency in Spanish and proficiency in French. Beginning as a typesetter and proofreader, he eventually transitioned to sales. It was through a networking event that Henry found his way into the insurance industry—an unexpected but fruitful career path where he has thrived for nearly 40 years. His ability to adapt and grow has made him a respected figure in the field.

Henry has a particular interest in working with physicians, especially with urologists, a niche where he has observed significant opportunities for financial planning and employee retention solutions. He has expressed enthusiasm for organizing educational seminars specifically tailored for physicians, a concept he explored during his tenure at Prudential. Henry is keen on exploring new opportunities within his industry. He has shown interest in forming advisor partnerships and working with a producer group, leveraging his decades of expertise to mentor and collaborate with others. Additionally, he has expressed a desire to explore job openings for junior advisors and individuals with specific product experience, underscoring his commitment to fostering growth within his professional community.

Henry’s journey exemplifies adaptability, intellectual curiosity, and dedication to both personal and professional growth. From his unconventional educational background to his impactful career in the insurance industry, Henry continues to blend his love for learning with his desire to make meaningful contributions to the lives of others.

Henry A. Echeverria is a registered representative of and offers securities and investment advisory services through MML Investors Services, LLC. Member SIPC. www.SIPC.org. 1000 Corporate Drive, Suite700, Fort Lauderdale, FL 33334, 954-938-8800.

Career Snapshot

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My Approach

Knowledge is the key to a successful financial future. My background, experience, and commitment to providing you with the resources you need to make financial decisions can help make your financial future as successful as you need it to be.  I pride myself in getting to know each client so that I can understand their individual needs and what matters most to them.

This helps me recommend products and strategies designed to meet your current needs, and more importantly, your future needs.

My goal is to provide holistic, comprehensive financial services to individuals and businesses. I  can help you make good financial decisions seeking to help avoid potential issues by providing you with superior client service focused on tailored, objective financial strategies, to help you reach your goals.

Our Six
Step Process

Six clear steps. One powerful strategy for your financial future.

Identify

your unique situation
and goal.

Gather Information

to prepare your strategy.
Managed

Analyze

your current portfolio to identify any gaps that may exist.

Present Strategy

review your goals and discuss recommended strateties

Review

strategies in place so you can make informed decisions & meet goals

Impliment

strategies to help you achieve financial freedom.

Solutions That Have Impact

Achieving your financial goals takes patience to create the kind of possibilities that money can buy. Whether you’re saving for a home, a college education, a dream project, or preparing for retirement, having a trusted financial professional can support and guide you to make solid decisions that can turn life goals into reality.

Personal Solution

Protection

  • Life Insurance
  • Disability
  • Income Insurance
  • Long Term Care
  • Medical | Health | Dental

Retirement
Services

  • 401(k)
  • 403(b)
  • 457(b)
  • IRAs
  • Roth IRA
  • Defined Benefit Plans

Investment Products Services

  • Annuities (Fixed & Variable)
  • Brokerage
    Investments

Estate Planning

  • Tax Efficiency Strategies
  • Charitable Giving

Business Solutions

Smart solutions for succession, compensation, and employee benefits. Helping businesses protect what they’ve built and plan what’s next.

Succession

  • Buy-sell protection
  • Key person coverage
  • Buy-out funding

Qualified Plans

  • 401(k)
  • Simple/SEP IRAs
  • Defined Benefit Plans

Non-Qualified
Plans

  • Executive Bonus
  • Deferred Compensation
  • Split Dollar

Group Benefits

  • Health Savings Account
  • Dental Insurance
  • Vision Insurance
  • Life Insurance
  • Long Term Care
  • Disability Insurance
300+ Advisors Across FL & GA
Affiliated with MassMutual
Supported Independence Platform
300+ Advisors Across FL & GA
Affiliated with MassMutual
Supported Independence Platform

Proven by Results. Trusted by Builders.

"We plugged into their Life & P&C verticals and unlocked an entirely new revenue stream, without hiring in-house."

— Principal, Independent RIA

"This is what the industry’s been missing. A real partner that gets the business and delivers without ego."

— Advisor, Breakaway Team

"We plugged into their Life & P&C verticals and unlocked an entirely new revenue stream, without hiring in-house."

— Principal, Independent RIA

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Disclosure:

Ca insurance license #xxxxx | state of domicile: xx
Ar insurance license #xxxxx | state of domicile: xx
I am licensed to sell insurance in: list states
*Not all representatives can offer all services listed. Please consult our office for full details. Health & dental insurance offered by unaffiliated insurers.local firms are sales offices of massachusetts mutual life insurance company (massmutual), springfield, ma 01111-0001, and are not subsidiaries of massmutual or its affiliated companies.crn202408-949479