NAME:
Eric Figueroa
FIRM:
Hesperian Wealth
CERTIFICATIONS & PRACTICE TYPES
Certified Financial Planner (CFP), Registered Investment Advisor (RIA)
PRACTICE OVERVIEW
Here is what I believe differentiates me: Transparent fees and flexible services. No investment minimum. Evening and weekend meeting availability. And you’ll receive substantial direct time with me, your dedicated, credentialed advisor. In addition, I specialize in helping clients personalize how they invest their money if they wish to do so.
ABOUT THIS PRACTICE
As a fiduciary wealth manager, my mission is to expand access to financial planning and sophisticated investment strategies, especially to young professionals and clients with illiquid wealth who don’t meet the investment minimums some advisors require. My firm, Hesperian Wealth, is based in Folsom, CA, but I work with clients across the country virtually. See hesperianwealth.com/disclosure/ for my firm’s full disclosure.
HOW THIS PRACTICE SUPPORTS TILLER CUSTOMERS
I find Tiller to be the best analytical tool to conduct a post-mortem on my clients’ spending if we’re assessing their cash flow or looking to find additional expenses to cut in order to save for some financial goal. Tiller avoids requests for downloaded transactions, uses files that can be easily shared between myself and my clients, and is also the only budgeting app I’ve found that satisfactorily solves transaction categorization issues.
CONTACT
Email: eric@hesperianwealth.com
Phone: (916) 546-5203
Facebook: https://www.facebook.com/hesperian.wealth
Twitter: https://twitter.com/HesperianWealth
LinkedIn: https://www.linkedin.com/in/eric-figueroa-cfp@-68600927/
