Eric R. Figueroa, CFP<sup>&reg;</sup> - Financial Advisor

Eric R. Figueroa, CFP®

Founding Wealth Manager

Hesperian Wealth LLC

1024 Iron Point Road, Suite 100
Folsom, CA 95630
FINANCIAL ADVISOR'S WEBSITE
(916) 546-5203 CONNECT WITH Eric
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General

Eric Figueroa is a CERTIFIED FINANCIAL PLANNER™ professional and member of the Financial Planning Association. Serving clients at Hesperian Wealth LLC in Folsom, CA and the surrounding communities.

Financial Advisor Overview

I am a CERTIFIED FINANCIAL PLANNER™ and wealth manager based in Folsom, CA, serving the Greater Sacramento area, California's Gold Country, and the nation virtually. 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 I can show you how to invest in a personal way to increase your positive impact on the world or align your portfolio with your values.

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Financial Advisor Experience

Before founding Hesperian Wealth, 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.

Financial Advisor Certifications

Securities Registrations or Exam Qualifications

Designations & Certifications

  • CERTIFIED FINANCIAL PLANNER™ (CFP®)

Financial Advisor's Specialties

Budget & Debt Management, Comprehensive Financial Planning, Attending College, Buying a Home, Investment Management, Employee Benefits, Getting Married, Insurance, Retirement, Starting a Family

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Helpful Financial Planning Resources