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


From Severance to Strategy: Wealth Moves for Executives After a Layoff

When a leadership role ends, it can be a powerful reset point for your financial future. Here’s how high earners can turn a forced layoff into …

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When Timing Goes Wrong: What HNW Investors Need to Know About Sequence of Returns Risk

Even well-constructed wealth plans can be vulnerable to market timing. Here’s how high-net-worth investors can better insulate their retirement from …

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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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