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 $770 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 - 2021).

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 educational components, business production based on either of the past two years, and professionalism. Additional criteria, including length of service, may also be used to determine recipients.

1 as of 6/24/2021

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
Ernest and family

Contact Us

Email, call or set up an appointment and take control of your financial future.

Let’s Talk!