You need a financial advisor who understands finances. It’s as simple as that. Rick Fergerson is a Certified Public Accountant (CPA), Personal Financial Specialist (PFS), Registered Investment Advisor (RIA) and an Accredited Investment Fiduciary (AIF). These accreditations …
When clients were surveyed as to why they chose Fergerson Financial, one of the top three responses was Trust. From a personal standpoint, Rick knows Trust is everything in a relationship. From a business standpoint, it is no different. Rick’s accreditations and commitment…
Results can never be promised or guaranteed by a financial advisor. The results Rick has committed to providing are timely and effective communication, strategic and tactical financial planning, and a commitment to making a difference in your life. You never have to guess…
Fergerson Financial is an independent investment and financial advisory firm. We provide Investment Advisory Services and Retirement Services and Comprehensive Financial Planning Services to company sponsored retirement plans, foundations, trusts and individuals. Rick Fergerson, CPA, PFS, AIF® is the Founder and CEO of Fergerson Financial, and is a Registered Investment Advisor. I became an independent Registered Investment Advisor to:
I have a combined twenty-eight years of experience with an advisory firm, a global asset management company, two prominent public accounting firms, and a small distribution company and have credentials as a Certified Public Accountant (CPA), Personal Financial Specialist (PFS), and Accredited Investment Fiduciary™ (AIF®). As a Registered Investment Advisor, I can make a difference in helping you reach your goals and objectives. I look forward to meeting with you and providing indispensable services.
CONTACT US
Fergerson Financial
899 Embarcadero Dr., Suite 2
El Dorado Hills, CA 95762
United States
Phone: (916) 941-1535
Fax: (916) 941-1659
Email: Rick@FergersonFinancial.com
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