“Financial Innovator & Fitness Enthusiast Making Alternative Investing Accessible for Everyday Retirement Savers”
Henry Yoshida, CFP®, is the Co-Founder and CEO of Rocket Dollar, a fintech company transforming how individuals invest their retirement savings. With Rocket Dollar, savers can diversify beyond Wall Street into alternative assets such as real estate, startups, private equity, and cryptocurrency—all within tax-advantaged retirement accounts.
Henry has a proven track record of building innovative financial platforms. He founded Honest Dollar, a robo-advisor retirement platform acquired by Goldman Sachs in 2016, and MY Group LLC, later acquired by Captrust. Before that, he spent a decade at Merrill Lynch helping clients grow and protect their wealth.
A Certified Financial Planner®, Henry earned his degree from The University of Texas at Austin and an MBA from Cornell University. He has been featured widely in the media as a trusted expert on tax-advantaged wealth building, real assets in retirement portfolios, the future of retirement investing, and democratizing access to alternative markets .
Beyond finance, Henry is also a fitness enthusiast who brings the same discipline and focus from his workouts into his approach to business and life. He lives in Austin with his two daughters.
