Ernest Holguin

Managing Partner and Financial Advisor at Holguin & Sy Wealth Management

Financial Adviser at Holguin & Sy Wealth Management in Walnut Creek, CA

About

We provide sound financial advice and guidance to wealthy families, business owners and corporate executives. Our clients are faced with a rising tide of inflation, increasing taxes, and an overflow of financial information. We simplify the complex and craft a plan addressing the accumulation of wealth and the preservation of purchasing power across multiple generations. Providing disciplined, unbiased guidance, we help our clients make smart decisions during difficult times. We develop lasting, meaningful relationships through superior client service and communication. Our clients gain peace of mind in knowing that they have a team of trusted advisers always looking out for their best interests.

Contact
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(925) 274-9960
Address
1646 N. California Blvd #350 in Walnut Creek, CA 94596
Info
None specified

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Specialties

  • Education Savings
  • Estate Planning
  • Retirement Planning

Credentials

Licenses

Series 7
License # CRD 2793782
Series 63
Series 31
Series 65
Series 9
Series 10

Associations

Financial Planning Association

Certifications

CFP
CRPC

Background

Experience

Managing Partner and Financial Advisor

Education

University of California, Berkeley