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Douglas Henke

Advisor at Pine to Palm Financial, LLC

Updated today
Pine to Palm Financial, LLC logo

Firm

Pine to Palm Financial, LLC

Location

Clermont, FL

Credentials

Series 63, Series 65

Industry experience

27 years

About

Douglas Henke is a financial advisor at Pine to Palm Financial, LLC in Clermont, FL, with 27 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at several firms including Brookstone Capital Management and CFD Investments, Inc. In addition to his advisory role, Henke operates as an independent insurance agent, focusing on annuity and life insurance sales and service. Pine to Palm Financial, LLC provides discretionary asset management and financial planning to individuals, high-net-worth clients, trusts, estates, and business owners. The firm employs a combination of fundamental and technical analysis, cyclical analysis, and modern portfolio theory, with discretionary authority to manage portfolios and conduct quarterly reviews.

Client services

Based on Pine to Palm Financial, LLC

Financial planning Portfolio management

Expertise

Based on Pine to Palm Financial, LLC

General retirement planning Income planning

Fee options

Fixed

$500 to $2,500 fixed fee for financial planning

Percentage

1.50% annually

Location

Clermont, FL

Most active in

Florida · Minnesota · Texas

Work history

Pine to Palm Financial, LLC

2025 - Present (1 year)

Brookstone Capital Management

2022 - 2025 (3 years)

CFD Investments, Inc.

2020 - 2022 (2 years)

LPL Financial

2019 - 2020 (1 year)

Gardner Advisors Inc.

2017 - 2019 (2 years)

Gardner Financial Services, Inc

2017 - 2019 (2 years)

American Investors Group Inc

2017 - 2017 (1 year)

CFD Investments, Inc.

2013 - 2017 (4 years)

Disclosures

Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.

Business activities & affiliations

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Reshell S

CFP®, Series 63, Series 66

Ocoee, FL

AMES Financial Solutions, LLC

Social Security optimization Cash flow / budgeting Debt management College savings (529s, UTMA, etc.)
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Alexander K

Series 63, Series 66

Groveland, FL

Macedon Financial Management, LLC

Annuities Real estate investing Retirement plans for business owners (SEP, solo 401k) Founder/Business Owner
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Timothy C

CFP®, Series 63, Series 65

Winter Garden, FL

Core Wealth Consultants, LLC

Active portfolio management Real estate investing

Alex A

CFP®

Montverde, FL

Paradox Financial LLC

As a second-generation American, I feel a strong drive to repay my parents for the sacrifices they made to give my brother and I the opportunities they never had. Seeing how hard my parents worked to provide for our family, I became fascinated with all things personal finance at an early age. I named my firm “Paradox” because, despite the fact that financial health is one of the most important things in life, financial education is almost entirely neglected! My passion and curiosity led me to pursue and receive a Bachelor’s in Finance from the University of Florida. From there, I embarked on a nearly decade-long journey as a traditional financial advisor. Along with an amazing team of individuals at Merrill, I worked hard to act in my client’s best interest every step of the way, yet I knew I couldn’t offer my most advanced solutions. The traditional fee-only assets-under-management model of financial advising just didn’t allow for the in-depth, no-stone-left-unturned approach I was looking for. All of that changed when I discovered the model of the advice-only financial advisor, which puts financial planning front and center for a flat fee. My goal is to educate and empower you to achieve your goals, not to manage as many of your assets as possible. This way, you can rest assured that I am incentivized to do what I believe will work best for you, not what will earn me the most fees. We’ll go over everything that contributes to your unique financial picture (that includes things like early retirement strategies, real estate, and familial obligations, to name a few). Along the way, I’ll teach you as much as you want to learn so that you can make informed decisions for yourself moving forward. Financial planning has been my life’s passion, and I’m so grateful to serve my clients. As a fiduciary and a CERTIFIED FINANCIAL PLANNER™ professional, I am committed to creating holistic, sophisticated plans for my clients so they can become financially independent.

Cash flow / budgeting College savings (529s, UTMA, etc.) Retirement income strategy HENRY (High Earners, Not Rich Yet) FIRE (Financial Independence Retire Early) Gen Y/Millennials (Born 1980-1995)
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Christopher B

CFP®, Series 63, Series 65

Clermont, FL

Ballard Wealth Management LLC

Cash flow / budgeting
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Philip F

Series 65

Apopka, FL

Polaris Financial Planning, LLC.

Passive / index investing
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