Eric R. Figueroa, CFP®
Founding Wealth MANAGER
Hi! I founded Hesperian Wealth to democratize access to great financial advice and sophisticated investment options. I specialize in the issues and planning situations faced by working professionals, young families, and small business owners. But 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 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.
I consider it a solemn duty and honor that clients trust me with their financial futures. So as a fiduciary, I’ve sworn to place their interests first. My livelihood is solely tied to my clients’ financial wellbeing and success. That way, when I make a recommendation, my clients know it’s because I believe it’s right for them.
In my spare time, I enjoy life with my beautiful wife and young daughter, playing guitar, and traveling the world. During my school days, I lived in France for a bit. But as a family, we now love to visit the Pacific Northwest given my wife’s fascination with killer whales. 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
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.
Eric Figueroa — XY Planning Network Member
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.
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.