Eric Figueroa, CFP® Hesperian Wealth LLC
- 1024 Iron Point Rd Suite 100, Folsom, CA 95630
- (916) 546-5203
- http://www.hesperianwealth.com/
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, you can 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 my investment management fees to organizations working tirelessly toward a better world.
A little about me: In my spare time, I enjoy life with my beautiful wife and young daughter, playing guitar, and in normal times, traveling the world. We especially love to visit the Pacific Northwest given my wife’s fascination with killer whales. My firm is based in Folsom, CA, but 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. I am also a member of NAPFA, the leading association of fee-only financial advisors. NAPFA-affiliated advisors take an oath to maintain the highest level of competency and place their clients’ interests first.
Read Eric’s blog here: https://hesperianwealth.com/the-impactful-blog/
Disclosure
The annual XYPN membership fee paid by this firm is in consideration of a variety of services and benefits provided by XYPN to its advisor members - including the ability to be listed in this Directory. For a complete description of current XYPN member benefits, please refer to the Membership Benefits section of this website. For current membership pricing, please refer to the Pricing section.
XYPN, due to the compensation it receives from advisors in the form of the annual membership fee, has an incentive to list only these such advisors in the Directory. This creates a material conflict of interest.
Ideal Clients
- College Planning
- Engineering Professionals
- Gen Y/Millennials
- SRI/ESG (Socially Responsible Investing/Environmental, Social and Corporate Governance)
Ways Advisor Charges
- Quarterly Fee
- Flat Fee
- Hourly
- Assets Under Management
Fee Options
- Quarterly Fee: $1,500+ upfront + $300+/qtr
- Hourly Fee: $250/hr
- Assets Under Management: 0.00% – 1.00%
SEC Records
Disclosure
The annual XYPN membership fee paid by this firm is in consideration of a variety of services and benefits provided by XYPN to its advisor members - including the ability to be listed in this Directory. For a complete description of current XYPN member benefits, please refer to the Membership Benefits section of this website. For current membership pricing, please refer to the Pricing section.
XYPN, due to the compensation it receives from advisors in the form of the annual membership fee, has an incentive to list only these such advisors in the Directory. This creates a material conflict of interest.
