Eric Figueroa is a CFP-designated registered investment advisor at Hesperian Wealth, based in Ione, CA, with 4 years of industry experience. Eric operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Education Planning, Estate Planning, Financial Planning & Coaching, Gen X, and 4 more. Their firm serves 5 clients with $2.9M in assets under management.
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Detailed fee information is not available for this advisor. View their full brochure on SEC.gov for fee details.
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Eric Figueroa
Location
Ione, CA
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
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Current Registrations
Hesperian Wealth
State Registrations1 state
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Additional Information
My mission is to expand access to financial planning and sophisticated investment strategies, especially to young professionals, pre-retirement savers, and clients with illiquid wealth who don't meet the investment minimums some advisors require. What differentiates me? Virtual appointments (or in-person meetings if you're local to the Greater Sacramento area). Evening and weekend meeting availability. No investment minimums. Transparent fees and flexible services. And you'll receive substantial direct time with me, your dedicated, credentialed advisor. In addition, I specialize in helping clients make a positive impact or reflect their values with their investment portfolios if they wish to do so.