Eric Figueroa (CFP®)

Eric Figueroa focuses in the
following client markets or areas of practice:

  • College/Education Planning
  • Generation X
  • Insurance Related Issues
  • Investment Advice with Ongoing Management
  • Millennials
  • Socially Responsible Investments

Planning Specialties

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.

Additional Information

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.

NAPFA Start Date

January 18, 2022

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This Office

1024 Iron Point Rd Suite 100 Folsom, CA 95630 Phone: (916) 546-5203