Ernest Holguin CFP® CRPC

Ernest Holguin CFP® CRPC

Managing Partner

Phone: 925-274-9960
Fax: 925-274-9969

The first in his family to obtain a university education, Ernest Holguin graduated from the University of California, Berkeley with a Bachelor of Arts degree in Economics in 1991. Having relocated from Southern California in 1987 to attend Cal, Ernest soon after married Stacy Heldman in 1988. Together they worked their way through school and supported themselves financially while completing their degrees at Cal. Ernest is an avid Cal fan, having missed only 2 home football games since 1987. Ernest and Stacy attend Cal events with their two sons, Alex and Steven. As a family they have set a goal to visit and to learn about each of the 50 United States of America.

Ernest began his career as a Financial Advisor in 1996 with Dean Witter Reynolds in Walnut Creek, CA. In 2002 he accepted an offer to join Banc of America Investment Services, Inc. Ernest has earned the Certified Financial Planner® certificant and the Chartered Retirement Plan Counselor® designations, as well as an invitation to the Barron's Top Advisor Diversity Summit. Ernest is proud to be the senior partner of Holguin & Sy Wealth Management, whose members include Jourdan Sy, Courtney Rapa and Makyla Werner.

Ernest Holguin is registered to do business in:AR, AZ, CA, CO, ID, IN, NV, NY, OR, TX, WI