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.

Latest Insights


The Legacy Plan Disruptor No One Talks About: Long-Term Care

You planned for everything. Except this. Discover what long-term care can do to even the best-designed estate.

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What’s Your Passion? How Collecting Shapes Identity, Legacy, and Investment Strategy

Collecting is often born from love. But for many high-net-worth individuals, it needs to be thought of with as much care and planning as any other …

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The Mirage of Complexity: Is Your Portfolio Diversified… or Just Overengineered?

Your investments might look and feel like they’re diversified. But what happens when you look under the hood?

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