Eric Figueroa, CFP®

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/

David E. Barfield, CFP®

About David E. Barfield, CFP®

I’m a fee-only, fiduciary financial planner and former career technology professional. I specialize in working with tech professionals, engineers, do-it-yourself investors, and data-driven researchers like myself.

After twenty years in the tech industry and achieving the financial freedom my wife and I had been working and planning for, I found myself looking for two things: a financial advisor to look over my shoulder and give me a second opinion, and a passion to pursue for the next twenty years in “retirement.” But here’s the problem…every advisor I called wanted to know how much money we had to invest, and they all wanted to charge us a percentage of those assets for “financial planning.” (NOTE: Obviously, I did not know about the XY Planning Network and this up-and-coming movement of retainer-based planners at that time). That didn’t really sound like financial planning to me. It sounded like investment management, which was the one thing I didn’t need help with. I needed all the other stuff, like a comprehensive view of our financial life to make sure we didn’t have any gaps that could derail our plans. And I certainly did not want to pay for that type of financial advice by having the price of a new car withdrawn from our investment accounts every year to pay the 1% fee. That just seemed out of line with what I was looking for. So, I spent the next five years researching (as tech professionals tend to do) all things financial planning. In the process, I became a Certified Financial Planner™ Professional and discovered the passion I would pursue over the second half of my professional life.

So, what I do today is provide simple, straightforward, data-driven financial advice to analytical, detail-oriented folks like myself, and I use a transparent upfront planning fee and monthly retainer pricing model that doesn’t fluctuate based on investable assets.

I love what I do, which is helping early and mid-career tech professionals and engineers plan for and achieve financial freedom…it’s more like a hobby than a job.

Ryan Townsley, CFP®

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.

Scott Sturgeon, CFP®, JD

About Scott Sturgeon, CFP®, JD, MBA

Scott Sturgeon is the Founder and Senior Wealth Advisor at Oread Wealth Partners. An industry veteran having held a variety of roles in the wealth management and financial planning space, Scott helps clients navigate their financial lives and helps them attain the things most important to them. Whether it be tax planning, risk mitigation, cash flow and business equity analysis, estate planning or investing, Scott is able to provide value to clients encompassing a variety of planning areas.

Scott received his bachelor’s degree from the University of Kansas, as well as a law degree and MBA from The University of Missouri – Kansas City. Scott is a CERTIFIED FINANCIAL PLANNER ® professional.

In his free time, Scott loves spending time with his wife Jenny, daughter Scarlett and Mini-Australian Shepherd Birdie. An avid outdoorsman, Scott enjoys fishing, hiking, traveling, and rooting for the Kansas Jayhawks. Scott is also actively involved in the charitable community of the greater Kansas City area by volunteering with The Alzheimer’s Association’s Heart of America Chapter in Kansas City and by currently sitting on the Board of Directors for The Front Porch Alliance.

Kent Hickey, CFP®, CPWA

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.

Chao Zhang, CFP®, CFA®

About Chao Zhang, CFP®, CFA®

Financial freedom means having the flexibility to live your life to the fullest without having to worry about money. At Think Different Wealth Advisors, I help tech professionals and physicians retire early and live better by getting to their first million dollars and beyond.

With more than ten years of experience working at multiple hedge funds, I am ready to leverage my unique insights and deep research process to make your hard-earned money work even harder for you.

I am a fiduciary, fee-only advisor who is knowledgeable, skilled in investing, responsive, willing to listen, not judgmental, and above all else, always putting your interests first. Look no further. I am ready to serve.

Please visit my website to learn more about my bio, services, and pricing.

Jason Stein, CFP®

About Jason Stein, CFP®

For over 8 years, Jason has been helping clients achieve their financial goals through transparent advice and client education.

Jason earned his degree in Economics and Accounting from UC Santa Barbara and began his career with The Vanguard Group in Scottsdale, AZ. Originally inspired by his grandmother’s adolescent hardships, he’s always been encouraged to help others find financial clarity.

“My grandmother, who was a huge influence on my life, was a teenage girl during the Great Depression. Because she witnessed such financial hardship, she learned at a young age the importance of financial stability, and remained relatively frugal through most of her life. She instilled these values on my father, a financial advisor himself, who began educating me at a young age through our many road trips. In fact, the earliest lesson I recall was about mutual funds, and how I could buy a fund that contains Toys-R-Us, rather than buying the toy itself. What was initially a desire to learn more about my father’s job, quickly became valuable knowledge I knew could be used to help others. In 2013, I moved away from my friends and family, not knowing anyone in Arizona, to pursue a career with Vanguard. Given the indisputable morals behind Vanguard’s reputation, I could not think of a better company to begin my career, and to further enforce how success is achieved by putting client’s priorities ahead of one’s own.”

Jason now looks forward to bringing that industry leading experience, and scaling it down to provide a more personalized relationship with each of his clients.

Paul Carriere, CFP®, AAMS

About Paul Carriere, CFP®, AAMS

Hi, I’m Paul Carriere, founder of Carriere Financial Planning, LLC. We’re an independent, fee-only financial advisory practice focused on assisting busy technology and medical professionals who are serious about saving and working to achieve their financial goals. I believe in utilizing high quality, diversified long term investment strategies as a tool to empower you now and in the future. If you’re looking for truly personalized service, and want to get serious about creating the most fulfilling future possible, I’d love to talk with you.

Scott Alan Turner, CFP®

About Scott Alan Turner, CFP®

Financial freedom just got easier.

Figuring out how to afford your dream lifestyle can be stressful…But we believe it doesn’t have to be. Rock Star Financial provides comprehensive advice for families, DIY investors, and FI/RE enthusiasts.

We know you want to achieve financial freedom…early.

We think you deserve to live your dream lifestyle today while preparing for a secure future. In order to do that, you need to pick the right path. And then also be able to handle the things you may not understand, didn’t prepare for, or just don’t want to deal with.

The problem is the old school financial planning model just doesn’t work for everyone. Most people find themselves frustrated trying to find a guide that will bring their vision to life without requiring them to first have a million dollars, hand over their money to manage, or make a long-term commitment.

We understand your frustrations and that you might be feeling annoyed with the whole process. Let’s be real, it can be confusing and can easily leave you feeling stressed and unsure of where to turn.

But we believe there is a better way.

Our mission is simple…

To help you live like a Financial Rock Star.

Igor Smolyanskiy, CFP®, CFA

About Igor Smolyanskiy, CFP®, CFA

I am a spreadsheet junkie, a lifelong learner and an educator.

After a 20+ year career on Wall Street, I decided to pursue my passion to help people maximize their potential and meet key life goals by providing them with practical financial advice.

Many people I know shy away from seeking professional advice as they feel it is too investment-centric and expensive. Investment management is important, but there is so much more to optimizing financial life that is usually neglected. We are here to address that.

I believe financial advisory should not be fundamentally different from an accounting or law practice where professionals are compensated directly for their services based on quality and complexity of work. At Vilga, we embrace that model. Dramatic improvement in quality and cost of professional software, virtualization of number crunching and communication make it possible for us to offer high quality service in this space.