Eric Figueroa
CFP®
Hesperian Wealth LLC
Founding Wealth Manager
Eric Figueroa
CFP®
Hesperian Wealth LLC
Founding Wealth Manager
I can help you make a positive impact with your portfolio and invest in ways aligned with your values. - Eric Figueroa, CFP®
Fee-Only wealth manager located in Folsom, CA, serving the nation virtually
Eric Figueroa is a Folsom, CA fee-only financial planner, serving the Greater Sacramento area, California Gold Country, and nation virtually. Hesperian Wealth provides comprehensive and objective financial planning and investment management services to help clients take control of their finances and protect and grow their nest egg through the major life changes we inevitably face. Hesperian Wealth specializes in impact investing and personalized values-based investing, helping clients engage with their investments on a deeper level and feel proud of how they've invested.
Hi! I’m Eric Figueroa, founder of Hesperian Wealth. I started Hesperian Wealth to democratize access to great financial advice. 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.
I’m a CERTIFIED FINANCIAL PLANNER™, so I’ve met rigorous education and experience standards and have committed to putting my clients’ best interests first. Furthermore, I am a fee-only wealth manager, which means I don’t accept compensation from anyone other than my clients. That way, when I make a recommendation, my clients know it’s because I believe it’s right for them. My livelihood is tied to my clients’ financial wellbeing and success.
My commitment to making an impact goes beyond the portfolio. I offer free financial planning each year to members of my community who can’t afford it. And I extend my clients’ reach by donating 10% of my investment management fees to organizations working tirelessly toward a better world.
A little about me: In my spare time, I enjoy life with my beautiful wife and young daughter, playing guitar, and in normal times, traveling the world. We especially love to visit the Pacific Northwest given my wife’s fascination with killer whales. My firm is based in Folsom, CA, but I call Amador County’s Gold Country my home. I love being close to the wine country and beautiful vistas of the Sierra Foothills.
I’m a member of the XY Planning Network, an association of independent investment advisors, and the Northern California chapter of the Financial Planning Association, a nationwide professional organization for financial planners. I am also a member of NAPFA, the leading association of fee-only financial advisors. NAPFA-affiliated advisors take an oath to maintain the highest level of competency and place their clients’ interests first.
Eric Figueroa is a Member of the National Association of Personal Financial Advisors
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.
NAPFA members live by three important values:
- To be the beacon for independent, objective financial advice for individuals and families.
- To be the champion of financial services delivered in the public interest.
- To be the standard bearer for the emerging profession of financial planning.
We are an independent, fee-only wealth manager based in Folsom, CA, serving the Greater Sacramento area, California’s Gold Country, and the nation virtually. By outsourcing to us, you get that “second opinion” on life’s most important decisions. And you can reclaim more time to enjoy life.
Managing your finances can be overwhelming. But you don’t have to go it alone. We want you to sleep better at night knowing Hesperian Wealth has your back and your finances are taken care of.
We’ve tried to make our planning fees as affordable as possible and we require no investment minimum to work with us.
Fee-Only, Fiduciary, Independent: Three Important Criteria to Consider When Choosing a Financial Advisor.
Specialties
- Comprehensive Financial Planning
- Impact & Values-Based Investing
- Retirement Income Planning
- College Education Planning
- Insurance, Tax & Estate Planning
Ideal Clients
- Working Professionals
- Growing Families
- Business Owners and Executives
- Sudden Money Situations
- Novice Investors
Working Together
- Virtual Meetings
- Clearly Defined Fees
- No Product Sales
- Complimentary Initial Consultation
Professional Designations & Affiliations
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Eric Figueroa is a NAPFA-Registered Financial AdvisorThe 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.
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Eric Figueroa is a CERTIFIED FINANCIAL PLANNER™ Professional - Click for VerificationCFP® professionals are held to strict ethical standards to ensure financial planning recommendations are in your best interest. What’s more, a CFP® professional must acquire several years of experience related to delivering financial planning services to clients and pass the comprehensive CFP® Certification Exam before they can use the CFP® designation.
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Eric Figueroa is a Member of the XY Planning NetworkThe XY Planning Network is the leading organization of fee-only financial advisors who are focused on working with Generation X and Generation Y clients. Our mission is to connect consumers with best-in-class financial advisors who specialize in working with clients just like you.
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Eric Figueroa is a member of The Financial Planning Association® (FPA®)FPA® is the largest membership organization for CFP® professionals in the U.S. and supports high standards of professional competence, ethical conduct, and clear, complete disclosure when serving clients.
Contact Eric Figueroa
Office Locations:
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1024 Iron Point Rd
Suite 100
Folsom, CA 95630
