Eric Henry

Financial Advisor

CFP^®

Eric Henry is a CERTIFIED FINANCIAL PLANNER^®professional with more than 20 years of financial sector experience. The holder of a Bachelor of Science degree in Business Administration (with an emphasis in Finance) from California State University, Chico, Eric lives in the Sacramento area with his wife, Linda.

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The Wrong North Star: Why Returns Shouldn't Lead Your Portfolio Strategy

Most investors with multi-layered wealth probably know their portfolio returns off the top of their heads. Far fewer can answer a more important …

Leaving the Workforce Early? 3 Things to Get Right Before You Go

For those with significant wealth, leaving the workforce early can easily become reality. But the biggest risks aren't always the ones you think …

The Estate Planning Opportunity Hiding in Plain Sight

Step-up in basis is one of the most valuable tools in estate planning. It's also one of the most passive, which is exactly why it so rarely gets the …

Guide 5 Keys to Selecting the Right Financial Advisor

Do you know if an advisor has your best interest in mind? Discover how you can find out.

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About Allworth

30 years ago, Allworth Financial was founded as a clear alternative to the self-motivated, sales-focused advisory model that continues to dominate the industry to this day.

Then, as now, we believed we could do better -because you and your money deserve better.

With unparalleled access to a team of financial experts, your wealth has the advantage every modern investor needs. Smart, sophisticated, comprehensive financial planning and investment solutions with tax, estate, insurance, and more - all under one roof and directed by one point of contact.

Because when financial guidance comes with a commitment to put your needs first-and our success is dependent on your success -you get more than just advice.

You get a financial ally for life.

97%

client loyalty 31,000+ Clients²

years in business $39 Billion AUM⁴

Ranked Top 15 Barron’s Top 100 RIA Firms¹

Best in Class Ethics NBRI⁹

Eric Henry

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About Allworth