In this episode, learn about the HENRY (High Earners, Not Rich Yet) demographic and the financial considerations that come with it. Join Esther Szabo and Gates Pass Advisors’ Erik Schei as they break down the unique financial opportunities available to this demographic and the challenges they may face. Gates Pass Advisors: (650) 797-0280 | esther@gatespassadvisors.com … Continue reading 4/21/21 – Episode 67: Helping High Earners Effectively Strategize their Financial Futures – With Erik Schei, CFA
Getting There
FINANCIAL GUIDANCE
FOR YOUR LIFE JOURNEY
67. Helping High Earners Effectively Strategize their Financial Futures – With Erik Schei, CFA
April 21, 2021/
GATES PASS ADVISORS TEAM
K. Esther Szabo, CFP®(opens in new tab)
Certified Financial Transitionist®
Founder and CEO
Erik Schei, CFP®, CFA(opens in new tab)
Certified Financial Transitionist®
Senior Advisor



