Eric Figueroa

About Eric

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 appointment options. ... [One thing I want my clients to know about me is:] my first priority in any engagement is crafting a comprehensive plan addressing every area of their finances. Once I deeply understand their vision for the future, THEN I'll know what investments and other recommendations are right for them.

Areas of focus

Credentials & background

The firm