Hesperian Wealth understands the life paths unique to health care professionals.
You help us in our time of need; let us return the favor and help you master your personal finances.
We can help you ...
- Prepare for the unexpected with the right emergency fund and insurance coverages
- Find out whether you’re saving enough to meet your life goals
- Invest smart and make a positive impact with your portfolio
- Manage your student loans or other debt
- Plan for college costs and make good choices at application time
The Planner Behind Hesperian Wealth
Eric R. Figueroa, CFP®
Hi! I’m the Founding Wealth Manager at Hesperian Wealth. I am a fee-only CERTIFIED FINANCIAL PLANNER™ based in Folsom, CA, serving the nation virtually. Learn more about me. I consider it a solemn duty and honor that clients trust me with their financial futures. I’ve sworn to place their interests first, and my livelihood is tied solely to my clients’ financial wellbeing and success. See my services and fees.
My financial planning process starts with deeply understanding you and your dreams for the future. Then through a series of workshops, I help you draft a detailed blueprint to make that future a reality.
Ultimately, we develop an initial plan that covers every facet of your financial life: a budget, debt management, insurance coverage, maximizing employment benefits, achieving one-off goals like buying a house, paying for college, starting a business, saving for retirement, etc.
But our work is never done. Each quarter we’ll work on Action Items together as we execute your plan. If your goals change or you experience a major life event, I’ll be there to help you through whatever life throws at you. See my Planning Process Timeline.
My Mission, Our Impact
My personal mission is to empower you to take control of your financial destiny. I also extend your reach by working with you to make a broader impact on the world: I can help you align your portfolio with your values or sponsor change agents seeking to reform capitalism. I offer free financial planning to underserved members of the community. And I donate 10% of my investment management fees to organizations working tirelessly toward a more sustainable and just world.
Want to learn more? Join me for a free 45-minute no-obligation consultation, or Discovery Meeting. This is the time for us to get to know each other and discuss my planning and investment approaches in more detail: