
Ernest Holguin, CFP®
Managing Director
Ernest Holguin is a Managing Director of Presidio Group Wealth Management, a premier practice skilled in Investment Management, Portfolio Construction, and Insurance. Presidio Group is a renowned practice in Tucson, Walnut Creek, and Chico, managing over $837 million1, with clients in over 40 states. The team provides comprehensive planning with combined experience of well over 100 years. Raised in the Southeast L.A. Suburb of Pico-Rivera, Ernest received a B.A. in Economics from the University of California, Berkeley in 1991. Working as a financial advisor since 1996, he earned the CERTIFIED FINANCIAL PLANNER™ designation in 2004. Since his affiliation with Wells Fargo Advisors Financial Network in 2014, Ernest has been designated a Senior Private Investment Manager, PIM Portfolio Manager and a Premier Advisor* (2014 - 2022).
He lives in Benicia with his wife Stacy, a fellow Cal grad and also a University of the Pacific Doctor of Education. Married since 1988, together with their sons, Alex and Steven, they've set a family goal to visit all 50 states. Ernest plays right field for the Benicia Old Timers, and during the Fall and Winter, you'll find he and Stacy at Cal football and basketball games. True to his Southeast L.A. roots, he remains a die-hard Dodgers fan.
CA Insurance License #: 0B944644. State of Residence: CA
* The Premier Advisor distinction is held by a select group of Financial Advisors within Wells Fargo Advisors Financial Network as measured by completion of risk and compliance training, business production based on the past year and professionalism. Net asset flow (NAF) may also be used to determine recipients.
1 as of 5/27/2022
Areas of Specialty
- Retirement Planning
- Portfolio Construction
- College Education
- Cash Flow Analysis
- Tax Planning Strategies
- Estate & Charitable Giving
Education & Credentials
- CFP® Certificant, American College, 2004
- BA: Economics, University of California, Berkeley, 1991
- Certified Investment Management Analyst® (CIMA®), 2019
- Registrations: Series 7, 9, 10, 63, 66
Areas of Specialty
- Retirement Planning
- Portfolio Construction
- College Education
- Cash Flow Analysis
- Tax Planning Strategies
- Estate & Charitable Giving
Education & Credentials
- CFP® Certificant, American College, 2004
- BA: Economics, University of California, Berkeley, 1991
- Certified Investment Management Analyst® (CIMA®), 2019
- Registrations: Series 7, 9, 10, 63, 66

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