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Pat Henry is a CERTIFIED FINANCIAL PLANNER™ professional with over 29 years of financial sector experience. The holder of a Bachelor of Science degree in Business from California State University, Sacramento, Pat sits on the Board of Directors for Okizu, a non-profit that supports families affected by childhood cancers. An avid golfer and runner, Pat lives with his wife, Heike, and their two children in Elk Grove, California.
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Pat Henry is a CERTIFIED FINANCIAL PLANNER™ professional with over 29 years of financial sector experience. The holder of a Bachelor of Science degree in Business from California State University, Sacramento, Pat sits on the Board of Directors for Okizu, a non-profit that supports families affected by childhood cancers. An avid golfer and runner, Pat lives with his wife, Heike, and their two children in Elk Grove, California.
Pat Henry
Financial Advisor
Designations: CFP®
Pat Henry is a CERTIFIED FINANCIAL PLANNER™ professional with over 29 years of financial sector experience. The holder of a Bachelor of Science degree in Business from California State University, Sacramento, Pat sits on the Board of Directors for Okizu, a non-profit that supports families affected by childhood cancers. An avid golfer and runner, Pat lives with his wife, Heike, and their two children in Elk Grove, California.
Education and Certifications
Who I Best Work With
What Guides My Approach
Pat Henry is a CERTIFIED FINANCIAL PLANNER™ professional with over 29 years of financial sector experience. The holder of a Bachelor of Science degree in Business from California State University, Sacramento, Pat sits on the Board of Directors for Okizu, a non-profit that supports families affected by childhood cancers. An avid golfer and runner, Pat lives with his wife, Heike, and their two children in Elk Grove, California.
More About Pat:
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% of Clients Stay With Us2
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30 Years in Business
$22.5 billion AUM4
Best in Class Ethics
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