Eric R. Figueroa, CFP®, CCFC
Founding Wealth MANAGER
Hi! I founded Hesperian Wealth to democratize access to great financial advice and sophisticated investment options. I specialize in education planning and impact investing. But I understand the many planning issues faced by working professionals, public sector employees, small business owners, and retirees. 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.
I find my work is at its most rewarding when I can bring a planning idea to the table for a client that really moves the needle for them in terms of its financial impact. Or when I can help a client avoid a costly mistake. That’s why I founded my own practice: to use my financial planning knowledge to make a direct positive impact on people’s lives.
In my spare time, I enjoy life with my beautiful wife and young daughter, playing guitar, and traveling. My firm is based in Folsom, CA, and I call the Gold Country my home. I love being close to the vineyards and lovely vistas of the Sierra Foothills.
Learn more about my credentials and background below:
Credentials
I am also a Certified College Financial Consultant (CCFC), a designation granted to individuals who have demonstrated mastery in the topics of education funding, financial aid planning, planning with education tax deductions and credits, and student loan advising.
Experience
Before starting Hesperian, I worked for a large investment advisor in the San Francisco Bay Area. In my role there, I served under their team of wealth managers and also managed their professional investment research service, where I helped financial advisors across the country build portfolios for their clients. Advisors both inside the firm and across the country relied on me as a trusted resource on financial planning, sustainable investing, investment selection, portfolio management, and client education. 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 & Memberships
The National Association of Personal Financial Advisors (NAPFA) is a leading professional association of Fee-Only financial advisors—highly trained professionals who are committed to working in the best interests of those they serve.
Proud member of XYPN! As an XYPN advisor, I adhere to strict fiduciary standards and carry the CFP®. XYPN is the only turnkey advice and planning platform that makes it possible for fee-for-service financial advisors to build the independent firm of their dreams with complete autonomy.
Eric Figueroa — Financial Planning Association® Member, Northern California Chapter
The Financial Planning Association® is the largest membership organization for CFP® professionals in the US and supports high standards of professional competence, ethical conduct, and clear, complete disclosure when serving clients.
AdvisorFinder is an online platform used by families and individuals to find a financial advisor for their unique needs. Each financial advisor has a profile page that helps people learn more about the advisors’ clientele, services, backgrounds, and more. AdvisorFinder is not a financial advisor and does not employ financial advisors.
Eric Figueroa — FeeOnlyNetwork Member
Every financial planner, financial advisor and investment manager on FeeOnlyNetwork.com has been vetted to meet the high standards of the The National Association of Personal Financial Advisors (NAPFA) for strict fee-only compensation and ethical obligation.
Eric Figueroa — Beta Gamma Sigma Honor Society Alumni
Founded in 1913, Beta Gamma Sigma is the international business honor society for AACSB-accredited schools, which are the top 5% of business school programs around the world.
Certified Financial Planner Board of Standards, Inc. (CFP Board) owns the CFP® certification mark, the CERTIFIED FINANCIAL PLANNER® certification mark, and the CFP® certification mark (with plaque design) logo in the United States, which it authorizes use of by individuals who successfully complete CFP Board’s initial and ongoing certification requirements.
Certified College Financial Consultant (CCFC): This designation is issued by the American Institute of Certified College Financial Consultants (AICCFC) and is granted to individuals who meet all of the following prerequisites: possess one of the following professional designations: CPA, CFP, ChFC, CPWA, CIMA, RMA, AFC or provide evidence of sufficient education and experience to be deemed satisfactory by the AICCFC. Designees must complete a comprehensive education program that covers education funding, tax planning with education deductions and credits, financial aid planning, student loan advising, and practical planning strategy topics, and receive a passing grade of 80 or higher on all respective assessments in the program.
In order to maintain the CCFC designation, designees must complete four hours of approved continuing professional education on an annual basis if they possess one of the approved prerequisite professional designations or 15 hours if they do not possess one of the approved prerequisite professional designations. In addition, CCFC designation holders must abide by the Code of Ethics, which requires designees to act with integrity, objectivity, competence, fairness, professionalism, diligence, and maintain client confidentiality.