Ernest  Holguin,  CFP<sup>&reg;</sup> - Financial Advisor

Ernest Holguin, CFP®

CIMA®

Managing Partner

Presidio Group Wealth Management

1850 Mt. Diablo Blvd., Suite 225
Walnut Creek, CA 94596-4432
FINANCIAL ADVISOR'S WEBSITE
(925) 274-9961 CONNECT WITH Ernest
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General

Ernest Holguin is a CERTIFIED FINANCIAL PLANNER® professional and member of the Financial Planning Association, serving clients at Presidio Group Wealth Management in Walnut Creek, CA and the surrounding communities.

Financial Advisor Overview

We help you make intelligent investments for your future. We help you protect and grow the purchasing power of your wealth so that you can live a fruitful, comfortable life.

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Financial Advisor Experience

Licensed and registered since 1996. CERTIFIED FINANCIAL PLANNER® certificant since 2004. CERTIFIED INVESTMENT MANAGEMENT ANALYST® since 2020. University of California, Berkeley B.A. Economics, 1991.

Financial Advisor Certifications

Securities Registrations or Exam Qualifications

7, 9, 10, 63, 65, 66

Designations & Certifications

  • CERTIFIED FINANCIAL PLANNER®
  • Certified Investment Management Analyst (CIMA®)
  • Other - CRPC®

Insurance Licenses

  • Life insurance: AZ,CA
  • Fixed annuities: AZ,CA
  • Variable annuities: AZ,CA

Broker-Dealer Affiliation

Wells Fargo Advisors Financial Network, LLC

Financial Advisor's Specialties

Attending College, 401(k)/403(b)/IRAs, Annuities, Asset Allocation, Career Change, Estate Planning, Investment Management, Employee Benefits, Getting Married, Irregular Income, Mutual Funds, Real Estate, Job Loss, Retirement, Stocks & Bonds, Long-term Care, Sudden Wealth

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Helpful Financial Planning Resources