# LIFECRAFT FINANCIAL PLANNING, LLC

LIFECRAFT FINANCIAL PLANNING, LLC is an Asset Manager based in Eugene, United States.

## Overview

- **Organization type:** Asset Manager
- **Headquarters:** Eugene, United States
- **Region:** North America
- **Address:** San Jose, CA, United States
- **Founded:** 2010
- **Assets under management:** Undisclosed
- **Website:** lifecraftfp.com
- **LinkedIn:** https://www.linkedin.com/company/lifecraft-financial-planning

## Regulatory record

- **CRD number:** 312631
- **Registration status:** Registered
- **Reports private funds:** No
- **IAPD record:** https://adviserinfo.sec.gov/firm/summary/312631

## About

LIFECRAFT FINANCIAL PLANNING, LLC is an SEC-registered investment adviser in EUGENE, OR. The firm manages $54 million in assets, $43 million on a discretionary basis. It has 1 employee and 1 investment adviser.

## People

- Eric Figueroa — Founder & Principal

## Questions

### Who runs investment decisions at the firm?

Founder Eric Figueroa holds both CPA and CFP designations and acts as the primary advisor on all client engagements. Lifecraft does not manage discretionary portfolios internally; the firm provides asset allocation guidance and advice on employer-sponsored retirement plans in the context of each household's broader financial plan, rather than running a proprietary investment strategy.

### What client demographic does Lifecraft primarily serve?

The firm focuses on technology professionals in Silicon Valley and the broader Bay Area, particularly mid-career engineers and product managers at major technology companies who hold concentrated equity positions and require tax-aware planning. Lifecraft also serves clients virtually throughout California.

### Is Lifecraft Financial Planning affiliated with a broker-dealer or larger wealth manager?

No. Lifecraft is an independent registered investment advisor with no broker-dealer affiliation, no private equity backing, and no adjacent wealth management entity. This structure avoids conflicts of interest tied to product sales and allows the firm to maintain a fiduciary obligation across all client advice.

### What sets Lifecraft's service model apart from other Bay Area RIAs?

The subscription-fee structure is the core differentiator. Most Bay Area wealth managers require a minimum of $500,000 or more in liquid investable assets. Lifecraft's retainer model allows the firm to work with executives during their peak earning years, when tax planning and equity decision-making generate value that far exceeds a portfolio management fee, even before significant balance-sheet wealth accumulates.

### Does the firm offer specialized help with equity compensation?

Yes. Equity compensation planning is a central component of Lifecraft's service. Client engagements routinely cover ISO and RSU exercise sequencing, tax-impact modeling for vesting schedules, and strategies for diversifying concentrated single-stock positions inside a broader financial plan.

## Related profiles

- [Life Planning Agency](https://altss.com/profile/life-planning-agency-inc)
- [LIFELAIDOUT](https://altss.com/profile/lifelaidout-llc)

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Last updated: 2026-06-03T20:00:00.000Z

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