About Brett R. Henderson
Founder & select Financial Advisor
Brett Henderson is a highly credentialed advisor who holds seven advanced professional credentials spanning investment management, retirement governance, business exit planning, estate architecture, and behavioral finance.
With over 20 years of experience in financial services, Brett founded Strategic Wealth Endeavor to provide high-income professionals with the sophisticated, personalized guidance they deserve.
Check the background of Brett R. Henderson on FINRA's BrokerCheck: brokercheck.finra.org
20+
Years Experience
7
Professional Credentials
100%
Fiduciary Standard
USMC
Veteran Owned
Multi-Disciplinary Credential Authority
Many advisors hold zero or one advanced designation. Brett's seven credentials span investment management, fiduciary governance, retirement compliance, exit planning, estate strategy, and behavioral finance, supporting a broad, multi-disciplinary planning perspective.
Certified Investment Management Analyst
Institutional Portfolio Construction
select investment management designation requiring executive education at top business schools.
Certified Plan Fiduciary Advisor
ERISA Governance
Specialized credentialed (CFP®, ChFC®, CLU®) in retirement plan fiduciary standards and governance.
Chartered Retirement Plans Specialist
Retirement Plan Design
Technical credentialing in retirement plan mechanics and compliance.
Certified Exit Planning Advisor
Business Exit Strategy
Gold-standard credential for business exit and succession planning.
Accredited Investment Fiduciary
Fiduciary Process
Formal training in the Prudent Practices® framework for fiduciary oversight.
Chartered Life Underwriter
Estate Architecture
Advanced insurance, estate, and wealth preservation planning credential.
Behavioral Financial Advisor
Client Psychology
Behavioral science integration for understanding client decision-making.
Why Brett Founded SWE90
After 20 years in the financial services industry, Brett saw too many veterans, business owners, and hardworking professionals receiving conflicted advice from commission-based salespeople rather than true fiduciary guidance.
He founded Strategic Wealth Endeavor (SWE90) to create the kind of firm he wished existed when he transitioned from the Marine Corps, one built on:
- Fiduciary accountability: Putting clients' interests first, legally and ethically bound.
- Real credentialed (CFP®, ChFC®, CLU®): Seven advanced credentials covering investment management, retirement planning, exit strategy, and behavioral finance.
- Veteran-to-veteran understanding: Deep respect for the unique financial challenges veterans face in business and retirement.
- Transparent, fee-based compensation: No hidden commissions or product sales incentives.
Background & Experience
U.S. Marine Corps Officer
As a prior US Marine Corps Officer, Brett brings a unique discipline to corporate finance. During his years of service, Brett was an M1A1 tank officer, commanding and providing recommendations for the tactical employment of his unit. The leadership, strategic thinking, and unwavering commitment to mission success he developed in the Marines directly translates to how he serves his clients today.
Tulane University
Bachelor of Science in Management and Accounting, 1998
Boston University
Master of Science in Business Administration, 2002
After his service as a Marine Officer, Brett began redirecting his firepower to helping business owners create, implement, and improve 401(k) and retirement plans. With over 18 years in the corporate finance industry, Brett has worked as an advisor for Merrill Lynch and UBS Financial Services, developing credentialed (CFP®, ChFC®, CLU®) across institutional wealth management and retirement planning.
Industry Recognition
2017 NAPA Young Guns Award
National Association of Plan Advisors
Financial Times Top 401(k) Advisors
2016 & 2017
With a desire to provide a more personalized approach without sales quotas or proprietary products, Brett founded Strategic Wealth Endeavor, Inc as an independently owned firm offering products from multiple providers firm. This independence allows him to act solely in his clients' best interests, recommending solutions based on what's right for them, not what's required by corporate sales targets.
Why Multi-Credential credentialed (CFP®, ChFC®, CLU®) Matters
For C-suite executives and high-net-worth business owners, financial complexity demands institutional-grade oversight, not transactional advice. Brett's credentials represent specialized disciplines rarely consolidated within a single advisory framework:
- CIMA®; Institutional portfolio construction methodology
- CPFA® & CRPS®; ERISA governance and retirement plan compliance
- CEPA®; Business exit and enterprise value optimization
- AIF®; Prudent fiduciary process documentation
- CLU®; Advanced estate and wealth preservation architecture
- BFA™; Behavioral finance and client psychology credentialed (CFP®, ChFC®, CLU®)
Beyond the Office
When Brett isn't serving his clients and the veteran community, he enjoys much of his time as a father with his son Lucas. He also enjoys exploring the desert and mountains in his Jeep, bringing the same spirit of adventure to his personal life that he brings to solving complex financial challenges.
Areas of credentialed (CFP®, ChFC®, CLU®)
- Retirement income planning and Social Security optimization
- 401(k) and qualified plan design, implementation, and improvement
- Tax-efficient investment strategies
- Business exit and succession planning
- Estate planning coordination
- Risk management and insurance solutions
Our Values
The principles that guide every client relationship at SWE90.
Fiduciary Standard
Legally and ethically bound to act in your best interest when providing investment advisory services; brokerage services are subject to Regulation Best Interest.
Mission-Driven
A veteran-led approach emphasizing discipline, integrity, and results.
Client-Focused
Personalized strategies tailored to your unique financial situation.
Continuous Education
Staying current with industry developments and advanced planning techniques.
Try Our Financial Tools
Before your consultation, explore where you stand with our no-cost calculators. See if you're on track for retirement, check your 401(k) fees, and review Social Security claiming-strategy scenarios. Results are illustrative only.
Questions About Brett Henderson
What credentials does Brett Henderson hold?
Brett Henderson holds seven select fiduciary credentials: CIMA® (Certified Investment Management Analyst), CPFA® (Certified Plan Fiduciary Advisor), CRPS® (Chartered Retirement Plans Specialist), CEPA® (Certified Exit Planning Advisor), AIF® (Accredited Investment Fiduciary), CLU® (Chartered Life Underwriter), and BFA™ (Behavioral Financial Advisor). He also holds Series 7 and Series 66 securities licenses.
How long has Brett Henderson been a financial advisor?
Brett Henderson has over 20 years of experience in the financial services industry. He founded Strategic Wealth Endeavor (SWE90) to provide fiduciary financial advice that prioritizes clients' best interests above all else.
Is Brett Henderson a fiduciary financial advisor?
When Brett Henderson provides investment advisory services as an Investment Adviser Representative, he is legally and ethically obligated to act in your best interest. When he provides brokerage services as a Registered Representative, Regulation Best Interest applies. Unlike Registered Representatives acting only in a brokerage capacity, Brett owes a fiduciary duty when acting in his advisory capacity. See Form CRS and Form ADV Part 2 for services, fees, compensation, and conflicts.
Where is Brett Henderson's office located?
Brett Henderson's office is located in Hermosa Beach, California. SWE90 serves clients throughout the South Bay, Los Angeles County, and across California. Virtual consultations are also available for clients in Texas.
What services does Brett Henderson specialize in?
- • Retirement planning and income strategies
- • 401(k) review and fee optimization
- • Wealth management and portfolio oversight
- • Business exit planning (CEPA certified)
- • Estate planning coordination
- • Tax-efficient investment strategies
Ready to Work with an select Fiduciary Advisor?
Schedule an initial consultation to discuss how multi-disciplinary credential credentialed (CFP®, ChFC®, CLU®) can benefit your financial strategy.