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

Ernest Holguin, CFP®

Managing Director

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 Certifications

Securities Registrations or Exam Qualifications

7, 9, 10, 63, 65, 66

Designations & Certifications

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

Insurance Licenses

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

Broker-Dealer Affiliation

Wells Fargo Advisors Financial Network, LLC

Broker-Dealer Disclaimer


Financial Advisor's Specialties

Comprehensive Financial Planning, 401(k)/403(b)/IRAs, Asset Allocation, Estate Planning, Investment Management, Employee Benefits, Mutual Funds, Getting Married, Real Estate, Retirement, Long-term Care, Sudden Wealth

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Helpful Financial Planning Resources