Ernest Holguin, CFP^®

For Ernest Holguin, being a financial advisor goes far beyond the dollars and cents. As a Founder and Managing Director at Presidio Group Wealth Management (PGWM) and Presidio Group Growth Partners (PGGP), Ernest considers it a duty to help those he serves live their best lives. From planning for a comfortable retirement to funding a child or grandchild’s college education, he infuses humor, light, and positivity into his work while promising to put the best interests of his clients before everything else.

Ernest developed his talents in detailed, holistic retirement and cash flow planning as well as consistent, dependable investment strategies during the first 15 years of his career before pioneering the team that would become Presidio Group Wealth Management. Having had to work harder than most to succeed in life, one of the reasons he built Presidio as an independent practice was to open doors that were previously harder for others to walk through. As a result, PGWM and PGGP have grown to be a family of wealth advisors from all walks of life who manage nearly $1.5 billion in assets1 and have connected with clients in over 40 states.

With over 25 years of experience as an advisor, Ernest’s greatest joy is seeing a long-term plan come together for his clients. The industry has taken notice of his passion and his work – Ernest was named Forbes Best-In-State Wealth Advisors* and Barron’s Top 1,200 State By State Advisors in 2022**. He backs all his accolades up with the CERTIFIED FINANCIAL PLANNER™ and Certified Investment Management Analyst® designations.

After growing up in Pico Rivera, California, Ernest earned a B.A. in Economics from the University of California, Berkeley before he and his wife Stacy settled in the East Bay to raise their sons Alex and Steven. UC Berkeley left an impression on him, and he actively supports programs for former foster youth and Chicano-Latino students at Cal. A family man for over 35 years, Ernest loves taking the gang to Cal football and Dodger baseball games, trying to visit all 50 of the United States together, or just enjoying movie nights with them at home. Fun fact – he’s a big fan of vintage media, so be sure to talk about your favorite music from the 70s-90s or your favorite classic action movie when you see him!

CA Insurance License #: 0B94464. State of Residence: CA

¹ as of 11/06/2023

*2022 Forbes Best-In-State Wealth Advisors: Awarded April 2022; Data compiled by SHOOK Research LLC based on the time period from 6/30/20 - 6/30/21 (Source: Forbes.com). The Forbes Best-in-State Wealth Advisors rating algorithm is based on the previous year’s industry experience, interviews, compliance records, assets under management, revenue and other criteria by SHOOK Research, LLC. Investment performance is not a criterion. Self-completed survey was used for rating. This rating is not related to the quality of the investment advice and based solely on the disclosed criteria.

**2022 Barron’s Top 1,200 State By State Advisors: Awarded March 2022; Data Compiled by Barron's based on the time period from Oct. 2020 - Sept. 2021 (Source: Barrons.com). The Barron’s Top 1,200 State By State Advisors ratings are based on the previous year’s assets under management, revenue generated for the advisors’ firms, and the quality of the advisors’ practices. Investment performance isn’t an explicit factor because clients have varied goals and risk tolerances. Self-completed questionnaire was used for rating. This rating is not related to the quality of the investment advice and based solely on the disclosed criteria.