Eric Chaney

Eric is a big-hearted numbers geek. Always eager to learn more and find ways to share that knowledge, his professional satisfaction comes from helping people reduce anxiety about money and find their way to financial peace.

As a financial advisor and planner with more than 20 years of experience, Eric has navigated through some of the most tumultuous market years in modern history. Along the way, he’s worked with clients ranging in age from 1 to 93. He’s had the pleasure of seeing clients' babies grow up, graduate from college, and have babies of their own. He’s also ushered many clients to a successful retirement and enjoyed their retirement parties. Eric earned his bachelor’s degree in political science from Boise State University. He holds FINRA Series 6, 7, 24, 26, 63, and 65 securities registrations and a Washington state life, disability, and long-term care license. Before starting his own firm, he served as the regional manager and compliance officer for a national broker/dealer.

Eric is an avid hiker and though he often huffs and puffs his way up a mountain, that doesn’t deter him from his dream of hiking the Pacific Crest Trail. He loves spending time with his wife, Heather, and their two amazing children. His oldest is autistic, which launched Eric on the journey of learning how to navigate the challenges of planning for two lifetimes—his own and his child’s. This lit the fire for Eric to help other families with special needs family members. Eric is honored to be a significant, long-term resource for these families and works diligently to help them know that they aren’t alone and that it’s going to be okay.

In the way back machine: Eric once slept through the eruption of Mount Stromboli in Italy. That level of calm, cool, collectedness is just one of the reasons people appreciate having Eric as their financial advisor.

Reach out to Eric and he’ll share practical tips on how to achieve and maintain your vision of financial independence—in a way that feels doable.