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.
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.
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.
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)
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/