Welcome & Introductions

  • 1.  I'm offering a free Financial Check-Up to my fellow alumni

    Posted 04-11-2022 12:30

    Hello BGS Community!

    My name is Eric Figueroa. As a CERTIFIED FINANCIAL PLANNER™, I want to help support my fellow alumni. I am offering BGS members a free, no-obligation financial check-up through May 31, 2022.

    It's no substitute for a comprehensive financial plan, but I'll be able to help you answer two big questions:

    1. Am I on track to meet my financial goals?

    2. Am I taking on the appropriate level of investment risk?

    Included:

    • A 60-minute Financial Check-Up Workshop

    • A snapshot of your financial health

    To get started, click here to schedule an initial Discovery Meeting with me.

    Visit www.hesperianwealth.com to learn more about me and my firm, Hesperian Wealth. Or contact me directly.

    I look forward to meeting some of you in the near future!

    Eric Figueroa, CFP®
    Founding Wealth Manager
    eric@hesperianwealth.com
    (916) 546-5203

     

    This offer is open to US citizens and US residents only and may be limited or restricted in your state of residence. This offer may be extended or closed if calendar spots fill up, at my discretion.

    Hesperian Wealth LLC (HW) is registered as an Investment Adviser with the State of California. Registration of an Investment Adviser does not imply any level of skill or training. Additional information about HW is available on the SEC's website at www.adviserinfo.sec.gov, which can be found using the firm's identification number, 317351. 

    HW offers investment advisory services in the State of California and in other jurisdictions where it is exempt from registration. This offer should not be interpreted as a solicitation of investment advisory services to persons of another jurisdiction unless otherwise permitted by statute. HW will not offer or provide personal investment advisory services to consumers without first complying with the regulatory requirements of their state of residence or meeting an applicable state exemption.



    ------------------------------
    Eric Figueroa
    Founding Wealth Manager
    San Francisco State University
    Folsom CA
    ------------------------------


  • 2.  RE: I'm offering a free Financial Check-Up to my fellow alumni

    Posted 06-22-2022 17:31
    Hi Eric, 

    I don't know if this would be of any help, but since I go around building tools to help people (primarily in Excel), let me offer this.  

    What I mean is I'm going to try to attach/insert and image that will show one of many tools I've created that deals with your area (financial) ... and then, if you see value, invite you to contact me about sending the actual Excel file. 

    Again, hope this is helpful ... 

    Ken Kranz Consulting
    "The best way to predict the future is to invent it." - Alan Kay


    ------------------------------
    Ken Kranz
    Michigan State University
    ------------------------------



  • 3.  RE: I'm offering a free Financial Check-Up to my fellow alumni

    Posted 06-23-2022 13:04
    Thank you for the offer, Ken, but my technology and planning software needs in my practice are currently met. I appreciate your thoughtfulness.

    Take care,

    Eric Figueroa, CFP®
    Founding Wealth Manager
    Hesperian Wealth LLC
     
    Hesperian Wealth LLC (HW) is an Investment Advisor registered with the State of California. All views, expressions, and opinions included in this communication are subject to change. This communication is not intended as an offer or solicitation to buy, hold, or sell any financial instrument or investment advisory services. Any information provided has been obtained from sources considered reliable, but we do not guarantee the accuracy, or the completeness of, any description of securities, markets, or developments mentioned. We may, from time to time, have a position in the securities mentioned and may execute transactions that may not be consistent with this communication's conclusions. Please contact us at (916) 546-5203 if there is any change in your financial situation, needs, goals, or objectives, or if you wish to initiate any restrictions on the management of your account(s) or modify existing restrictions. Additionally, we recommend you compare any account reports from HW with the account statements from your Custodian. Please notify us if you do not receive statements from your Custodian on at least a quarterly basis. Our current disclosure brochure, Form ADV Part 2, is available for your review upon request, and on our website, www.hesperianwealth.com. This disclosure brochure, or a summary of material changes made, is also provided to our clients on an annual basis.


    ------------------------------
    Eric Figueroa
    Founding Wealth Manager
    San Francisco State University
    Folsom CA
    ------------------------------

    Original Message


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