Eric R. Figueroa
HESPERIAN WEALTH
IONE, CA
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CRD#: 7458943
Eric Russell FigueroaHESPERIAN WEALTH
Professional summary
Eric Russell Figueroa is a registered financial advisor currently at HESPERIAN WEALTH located in Ione, California.
Eric is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2022. Eric has worked at 1 firm and has passed the Series 65 exam.
At a Glance
Always Fiduciary
Services Offered
Hi! I’m Eric Figueroa
CFP®
founder of Hesperian Wealth. My 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. This includes designing an investment strategy just for you that can incorporate your values or support change agents working toward a more sustainable and just world.
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.
Specializations
Generation X
Insurance Related Issues
Millennials
ESG & Impact Investing
Biography
My personal mission is to empower clients to take control of their financial destinies while also helping them express their values and pursue real-world impact with their investment dollars. My commitment to making an impact goes beyond the portfolio, though. 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.
I write regularly about investing, personal finance, and impact on my blog. Check it out here.
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 California’s Gold Country my home and love being close to the wine country and beautiful vistas of the Sierra Foothills.
Aliases
None
Other business activities
Outside business activity is any business or activity undertaken by an advisor that is outside the scope of their relationship with their firm (e.g., consulting services, real estate, freelance work, teaching, etc.). Investors should stay informed about these activities to ensure no conflicts of interest.
The advisor shows no other business activity.
CRS (Client Relationship Summary) - RIA
Click below to view Eric Russell Figueroa's CRS (Customer Relationship Summary).
Certified licenses
Advisors may have various certifications and credentials from different organizations. AdvisorCheck highlights these seven certifications - AIF®, CFP®, ChFC®, CFA, CLU®, CIMA®, CPWA®
NoneExperience
Current
January 3, 2022 - Present
HESPERIAN WEALTH
RIA
CRD#: 317351
IONE, CA
State Registrations and Notice Filings
Listed states reflect where the advisor is authorized to serve clients under state regulations.
IAR
means the advisor is registered as an Investment Advisor Representative in this state and is authorized to provide investment advice to clients there.Highlighted states indicate IAR registrations
IAR
California(1/3/2022)
Current Firm
HESPERIAN WEALTH
HESPERIAN WEALTH | HESPERIAN WEALTH LLC
CRD#: 317351 / SEC#:
California
Registered Investment Advisory firm - (1/1/2022 Approved)Loading...
Contact information
Main Address
Ione, CA
Mailing Address
1024 Iron Point Rd., Suite 100, Folsom, CA 95630
Phone number
(916) 546-5203
Established
Firm type
Fiscal year end
# of Employees
1
Regulatory assets under management
| Total Number of Accounts | 20 |
| AUM (Assets Under Management) | $ 2,872,670 |
Red Flags
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Check for any disclosures as part of your thorough research when choosing an advisor.
