Enrique Figueroa, financial advisor San Mateo CA

Enrique Figueroa

CRD Number: 2575310
Current Firm: Veritas Wealth Partners, LLC

Enrique Figueroa (CRD# 2575310) is an Investment Advisor Representative working at Veritas Wealth Partners, LLC in San Mateo, CA and has over 29 years of experience in the finance industry. Enrique Figueroa has taken additional exams to become a Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification Examination, pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which put clients' interests first and comply with the Financial Planning Practice Standards.

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Professional Designations
Company Name Location Dates Years
Veritas Wealth Partners, LLC San Mateo, CA Aug 2021 - Current 2
Glovista Investments LLC San Mateo, CA Aug 2010 - Aug 2021 11
Exam Code Name Passed Date
S63 Uniform Securities State Law Examination Feb 1995
S66 NASAA Uniform Combined State Law Examination Sep 2007
Contact Info for Enrique Figueroa
Phone Number: (650) 823-2705
Registered State(s):
  • CA
  • TX
Current Firm Details
Veritas Wealth Partners, LLC
Firm's CRD Number: 312247
By the Numbers
  • Total Assets Under Management
    120
    MILLIONS
  • Total Number of Accounts
    111
    ACCOUNTS
  • Average Account Value
    $1,083,873
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Portfolio management for businesses (other than small businesses) or institutional clients
Types of Clients
Registered States

CA, TX

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