Henri Pfaff is an associate wealth advisor with Kraft Asset Management, LLC (KAM), where he assists KAM wealth advisors with the management of client relationships and portfolios.

Henri’s primary responsibilities include portfolio rebalancing, financial plan preparation, and client engagement. He also helps monitor client activity, cash needs reports, tax information, and any applicable alerts or deadlines for clients’ asset flows, required minimum distributions (RMDs), IRA contributions, pledged accounts, charitable contributions, withdrawals, and investments.

Prior to joining KAM in 2024, Henri was a financial planner with a firm in Chicago.

Certifications

Financial Industry Regulatory Authority (FINRA) Series 66 License
Life, Accident, and Health Insurance Licenses, Tennessee

Education

BBA in Economics, Minor in Finance, at Loyola University

Involvement

National Association of Business Economics (NABE)
National Eagle Scout Association (NESA)

Professional Achievements

Chicagoland Financial Group Rookie of the Year, 2023