Morgan Stanley
46yrs
Top advisor by experience in San Mateo
32yrs
Enrique Figueroa
Financial advisor at Veritas Wealth Partners
Based in San Mateo, California, Enrique Figueroa is a fiduciary financial advisor with 32 years of industry experience. Enrique has been with Veritas Wealth Partners since 2021; before that, Enrique spent seven years at Glovista Investments and three years at Merrill. Enrique holds the CFP® designation.
One of 354 advisors with offices in San Mateo, and one of 321 fiduciaries.
At a glance
Experience32 years (since 1995)
How that compares ?Top 14% by experience in San Mateo
OfficeSan Mateo, CA
How the firm is paid ?Percent of assets, Hourly, Flat fee
Typical client at the firm ?$3.12 million
Advisors at the firm2
States licensed ?1 state
Services through Veritas Wealth Partners
Financial planningInvestment management for individuals and small businessesInvestment management for businesses and institutions
Specialties, designations like CFP®, and languages spoken appear here when advisors claim their profiles.
Designations
CFP®
Licenses
Exams passed, from the official record. Tap a license to see what it allows.
Career
- 2021 – nowVeritas Wealth Partners, LLCCurrent firm
- 2010 – 2017Glovista Investments LLCPreviously
- 2007 – 2010MerrillPreviously
Questions to ask Enrique
Tailored to Enrique’s registration and firm.
- What's your succession plan, and who would work with me if you retire?
- What does a financial plan with you include, and how often is it updated?
- Where would my money be held, and will I get statements directly from that firm?
- What would I pay in total each year, in dollars, including fund and trading costs?
My notes and scorecard
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About Enrique
How do I contact Enrique?
Call Veritas Wealth Partners at (650) 823-2705 and ask for Enrique Figueroa. Enrique works from the San Mateo, CA office.
How long has Enrique been a financial advisor?
Enrique has been in the industry since 1995, about 32 years. Top 14% by experience in San Mateo.
What licenses does Enrique hold?
Series 63, Series 66. Tap any license on this page to see what it allows.
Is Enrique a fiduciary?
Enrique is registered as an investment advisor representative, which carries a fiduciary duty when giving investment advice.
How is Enrique paid?
Veritas Wealth Partners reports being paid by a percentage of the assets they manage, hourly fees, flat or fixed fees. Ask Enrique for your total yearly cost in dollars.
Official record as of October 3, 2026.
This profile is for information only and is not financial advice or a recommendation.
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