Eric Figueroa, CFP®
Founding Wealth Manager at
Hesperian Wealth
Years of Experience
5 years
Number of Clients
13
Average Client Size
$291,918
Member Since
2023
Allow Me to Introduce Myself
One thing I want my clients to know about me is...
my first priority in any engagement is crafting a comprehensive plan addressing every area of their finances. Once I deeply understand their vision for the future, THEN I'll know what investments and other recommendations are right for them.
Clientele
I work with everyone from young professionals to retirees. Anyone whose financial complexity has reached the point where they need comprehensive professional financial planning advice. However, I do specialize in addressing the specific issues facing working professionals and families. My current clients include nurses, firefighters, teachers, engineers/tech workers, and retirees.
Services Provided
Financial Planning
Investment Management
Retirement Planning
Tax Planning
Specialties and Expertise
Credentials and Designations
Certified Financial Planner™
Click to learn more
Pricing Models
Education
Santa Clara University
Executive Certificate in Financial Planning
Obtained in 2018
San Francisco State University
Master of Business Administration (MBA)
Obtained in 2012
San Francisco State University
Bachelor of Arts (BA), Cinema
Obtained in 2008
Previous Work Experience
Hesperian Research LLC
Founding Consultant
2021 - 2023
Litman Gregory Wealth Management
Research Consultant/Content Strategy Manager
2013 - 2021
Strategy Foresight Partnership LLP
Business Research Intern
2011 - 2011
CFAR-m
Business Research Intern
2010 - 2011
Advisor Links
Disclosures and Proof of License
Advisor Disclosure
Hesperian Wealth LLC (HW) is registered as an Investment Adviser with the State of California. Registration of an Investment Adviser does not imply any level of skill or training. Additional information about HW is available on the SEC’s website at www.adviserinfo.sec.gov, which can be found using the firm’s identification number, 317351. HW offers investment advisory services in the State of California and in other jurisdictions where it is exempt from registration. Nothing on this website should be interpreted as a solicitation of investment advisory services to persons of another jurisdiction unless otherwise permitted by statute. HW will not offer or provide personal investment advisory services to consumers without first complying with the regulatory requirements of their state of residence or meeting an applicable state exemption.
AdvisorFinder Disclosure
AdvisorFinder ("AF") receives cash compensation from financial advisors in exchange for contact inquiries. AF is not an advisory client of any of the advisors it refers you to. AF has a conflict of interest because it has a financial incentive to refer you first to its paying customers (please click here for details). AF search results are conferred based on standardized and automated factors.