Eric Penz, AIF®

Biography

Eric is a senior advisor at Private Advisory, committed to providing strategic guidance that reflects each client's goals, circumstances, and long-term priorities. He works with individuals and families on financial planning and portfolio-management decisions, helping make complicated choices feel more understandable and actionable. Eric has been part of Private Advisory for more than a decade and holds the Accredited Investment Fiduciary® designation, reflecting a disciplined focus on acting in clients' best interests. He is an Eastern Washington University alumnus and has passed the Series 63 and Series 66 examinations.