Eric Figueroa, CFP®

/in , , , , , , /by

About Eric Figueroa, CFP®

Hi! I founded Hesperian Wealth to democratize access to great financial advice. No matter what stage of life you’re in or how much you have to invest, I can empower you to take control of your financial destiny. And through SRI/ESG investing, I can show you how to save toward your financial goals while supporting the issues important to you—in ways that can bring about real change.

My commitment to making an impact goes beyond the portfolio. I offer free financial planning each year to members of my community who can’t afford it. And I extend my clients’ reach by donating 10% of the fees I charge on impact portfolios to organizations working tirelessly toward a more sustainable world.

A little about me: Besides my interest in everything investing and financial planning, I enjoy playing guitar, spending time with my young daughter, and in normal times, traveling the world (schedule and COVID-19 permitting!). We especially love to visit the Pacific Northwest given my wife’s fascination with killer whales. I call California’s Gold Country my home and love being close to the wine country and beautiful vistas of the Sierra Foothills.

CREDENTIALS

I am a CERTIFIED FINANCIAL PLANNER™, or CFP®, a designation that certifies I have met rigorous education, experience, and examination requirements and have made a commitment to CFP Board’s code of ethics.

EXPERIENCE

Before starting Hesperian, I was a vice president at a worldwide asset management network and large wealth management firm. I helped manage their professionals-only research service, guiding other financial advisors as a research consultant. Advisors both inside the firm and across the country relied on me as a trusted resource on sustainable investing, investment selection, portfolio management, and client communication. Now I apply my expertise in the service of my own clients.

EDUCATION

Executive Certificate in Financial Planning—Santa Clara University (2018)

Masters in International Business—Université de Nice-Sophia Antipolis (2013)

Masters in Business Administration—San Francisco State University (2012)

Graduate Degree in Business Administration—Université de Nice-Sophia Antipolis (2011)

Bachelor of Arts in Cinema—San Francisco State University (2008)

AFFILIATIONS

I am a member of the XY Planning Network, an association of independent investment advisors, and the Northern California Chapter of the Financial Planning Association, a nationwide professional organization for financial planners.

 

Read Eric’s blog here: https://hesperianwealth.com/the-impactful-blog/

Tom Poltersdorf Jr., CFP®, CEPA®

/in , , , , /by

About Tom Poltersdorf Jr., CFP®, CEPA®

Tom Poltersdorf Jr. is a CERTIFIED FINANCIAL PLANNER™ Professional (CFP) and a Certified Exit Planning Advisor (CEPA) specializing in working with business owners in the Central Pennsylvania area & virtually throughout the US. My experience and certifications not only provide me with the expertise to advise on the personal side of financial planning but also on an owner’s greatest asset, their business.

Tim Woodward, CFP®, MBA

/in , , , , , , , /by

About Tim Woodward, CFP®, MBA

As both a Christian family and a blended family, we understand what it’s like to have been broken and then redeemed. That’s why we are on a mission to help restore and encourage the family unit through wealth planning. We also know that in a blended family, even when things are good, they are more complex. So, at Blend Wealth we aim to help organize and simplify your wealth building journey.

You deserve to feel confident in your future so that you can spend more time doing things that fulfill you. That’s why we partner with you to advise and manage your finances, so you can focus more on your family. We help guide you through accumulating wealth, protecting your wealthTi and ultimately transferring your wealth; all for HIS glory. From implementing charitable giving, to saving for your child’s education, to planning for vacations – we’re here to help blend it all together so you can achieve true wealth.

At Blend Wealth, we define true wealth as having deep, meaningful, relationships combined with the financial freedom to pour into those relationships. We take a collaborative approach to our process. We crunch the numbers, educate you and make recommendations for you and your family to consider. No jargon. No pressure. Just a straightforward approach that prioritizes communication and helps you get from where you are, to where you want to be, both relationally and financially.

Outside of work you will find me outdoors, doing CrossFit, serving at church and most importantly, spending quality time and staying active with my wife, Alexis, and our boys, Conner and Christian.

Read Tim’s blog here: https://www.blendwealth.com/blog

Ryan McCarty, CFP®

/in , , , , , , /by

About Ryan McCarty, CFP®

I want to redefine what financial planning means to you and your family. You deserve accessible, relatable, financial services. You deserve an independent advisor that works for you and only you. A fee-only firm, McCarty Money Matters is proud to provide a no bias approach that focuses on your needs, desires, and expectations. No sales pitches and no quotas. You are our boss.

Whether it’s portfolio management, financial coaching, or comprehensive planning, you won’t be disappointed. No commissions, no-nonsense. You want to talk about your money so that you get the most from it so you can do the voodoo that you do so well. Plain and simple.

You and your family want to win with your money. What does winning look like to you? That’s the question you will uncover, and answer, working alongside McCarty Money Matters. Let’s raise a glass to the future and meet today.

Justin Bolmgren, CFP®

/in , , , , , /by

About Justin Bolmgren, CFP®

Justin founded Bolmgren Retireplan in 2013 after a decade of financial planning and executive management experience. He specializes in retirement planning for individuals that work for large & small corporations, business owners and financial planning for families early to middle in their working careers. He is a graduate of the University of Akron with a degree in Finance and makes it riority to further his industry education. Those activities include achieving the renowned Certified Financial Planner (CFP®) certification. Justin has also been awarded on the worlds most respected insurance expertise designations; the Chartered Life Underwriter (CLU).

Ryan Townsley, CFP®

/in , , , , , , /by

About Ryan Townsley, CFP®

I got into this business to help people, and I started my own firm so I could do a better job helping them. I love what I do, and put my heart and soul into serving my clients as if they were my own family. My firm specializes specialize in helping Engineering, Science, and Energy professionals who are analytical, love details, and have higher standards and expectations for their financial advisor. I am a fee-only, fiduciary, and comprehensive financial planner who is truly looking forward to the opportunity to help you and your family. I am a Navy Veteran, husband of 18 years, and father to a wonderful daughter.

Andrew Dressel, CFP®, APMA®

/in , , , , , , /by

About Andrew Dressel, CFP®, APMA®, CRPC®

Hi! I’m Andrew Dressel, and I’m a Financial Planner with Abundo Wealth. We do things very differently here at Abundo. Our motto is ‘minimize fees, maximize life.’ We want to help you live your best life all while being smart and strategic with your money. We believe that transparent pricing, low-cost investing, and access to the best financial planning technology on the market is what every client deserves.

We specialize in working with young, successful professionals who love to travel. Included in our financial planning services is a robust travel service where we help clients save money on flights, hotels and all things related to travel by finding flight deals and using credit card points and airline miles effectively.

We charge a flat monthly subscription for our service and nothing more. After that, it’s our job to work to try to save you money wherever we can while helping you accomplish your financial goals. You will never have to worry about any hidden costs, commissions, or kickbacks. Everything is transparent and we believe this is the only way to provide truly conflict-free advice.

If you would like to learn more about how the Abundo team can help you, please do not hesitate to reach out. We are always friendly and more than willing to have a free consultation to learn more about you and see if we would be a good fit to work together.

Jesse Carlucci, CFP®, Ph.D.

/in , , , /by

About Jesse Carlucci, CFP®, Ph.D.

Jesse is a family financial planner and founder of Arrow Investment Management. He helps everyday Americans reach their financial and lifestyle goals, and is passionate about helping others achieve financial freedom.

Prior to starting Arrow Investment Management, he spent eight years in higher education as a university professor, and has a strong background as a researcher, teacher, and mentor. He develops and helps implement customized investment, estate, and financial solutions for all the families he works with. As a fiduciary, he takes his ethical obligations to work in the best interest of his clients very seriously.

The Arrow process:
1.) Initial consultation
2.) Gather data
3.) Analyze and recommend
4.) Implement the plan
5.) Monitor and update the plan

Jesse lives in Oklahoma City with his wife, where they enjoy hiking the national parks, golf, and spending time outdoors.

Jesse received his Ph.D from the University of Oklahoma in 2012, his M.S. from the University at Buffalo in 2008, and a B.A. from Binghamton University in 2005. He is a CFP® professional and also a lecturer at the University of Virginia in the Certified Financial Planning Certificate program.

Jesse is the author of Money Milestones: A twelve-month personal finance journey, and over ten professional technical papers. He writes monthly personal finance articles at “Arrow Investment Education”.

Kent Hickey, CFP®, CPWA

/in , , , , /by

About Kent Hickey, CFP®, CPWA, MBA

As a comprehensive financial adviser with a unique specialization in equity compensation, my mission is to guide you toward achieving your best life. Throughout my career as an adviser, I have seen how impactful the right advice can be.

From an early age, I saw my parents struggle with finances, and I wanted to change that. As a paperboy at age 11, I wanted to know the best way to handle my money and took an interest in financial planning. I also realized that there was an opportunity to help.

I earned my undergraduate degree in Business Logistics and my MBA in Management Science, with Honors, from Penn State. While working in logistics for Burlington Northern Santa Fe Railway, I received my first stock options and restricted shares. This created a strong interest in stock options and I wanted to know more so I could help others with theirs. While working for the railroad, I completed my CFP® professional education.

A few years ago, I realized that people receiving significant equity or stock compensation are often given cookie cutter advice as it relates to their goals. I chose to earn my CPWA® to better serve high net worth individuals, and specifically those with stock compensation. I continue to learn, teach, and lead other advisers to provide higher quality advice to stock compensation recipients.

I decided to start Ubequity because I realized that many people, including experienced financial advisers, don’t fully understand the opportunity for impact provided by stock compensation. I enjoy taking you from seeing stock compensation as an investment, or a mystery, to understanding it, using it as a tool to retire, spend time with family, travel, buy property, support charities, pay off debt, and live your best life.

In my free time, I enjoy going on adventures with my wife, two kids and our dog and cat. (Although more of a dog lover, I have learned to love our cat too.) Over the years I have enjoyed giving my time to a wide range of causes including Boy Scouts, our church, as a Founding Travel Director and licensed coach for youth soccer, and as a fundraising member of the Leukemia and Lymphoma Society Team in Training. Outside of work, I can be found training for triathlons, reading and listening to books, hiking, kayaking, canoeing, cheering on Penn State Football and travelling.

I truly enjoy helping people reach their goals through financial planning and maximizing stock compensation benefits. I look forward to working with you to achieve your best life.

Kyle Kues, CFP®, MBA

/in , , , , , , , /by

About Kyle Kues, CFP®, MBA

I graduated from the University of Oklahoma with a degree in Business Management. After a few years I moved to Germany and earned a MBA from Pforzheim University, and lived and worked in Berlin for a few years. For the last three and a half years, after moving back to the US, I have been a Financial Planner and now run Snowcap Financial.

Through Snowcap Financial I primarily serve young professionals and their families. We are planning for the long term together. Marriage, kids, buying a home, planning for college, etc. I am right there with you on this journey. I have run small businesses (including launching my own) and have worked for one of the 25 largest companies in the world helping to lead an international department.

I understand the challenges you face, and want to be a resource for you as you look to figure out what money means to you and how best to use it to do something meaningful in your life.