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


4 Hidden Forces That Shape Every Financial Decision

When it comes to high-stakes financial choices, logic is only part of the story. Here's what else is at play—and how to get all the pieces aligned.

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When Life Changes, So Should Your Plan: A High-Net-Worth Guide to Financial Transitions

No one is immune from life’s curveballs. Here’s how high-net-worth investors can protect their wealth and make smarter decisions through five major …

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‘No’ Is Not a Dirty Word: Setting Boundaries with Wealth

Wealth can open many doors—but it can also make it harder to say 'no.' Explore how high-net-worth individuals can set clear, confident boundaries …

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