Experience

When it comes to your finances, you need someone who is experienced in all aspects of financial management. Rick Fergerson is a Certified Public Accountant, a Registered Investment Advisor, a Personal Finance Specialist, and an Accredited Investment Fiduciary (AIF).

As your wealth advisor, investment advisor or financial advisor (whatever you choose to call him), Rick’s experience and accreditations set him apart from others. These accreditations do not come easy. Years of experience, testing, and continued education must be obtained to maintain certification.

Why are these accreditations important to you?
Because it shows Rick is committed and dedicated to being the most knowledgeable and most dedicated Financial Advisor he can be.

With over 25 years of experience in an advisory firm, a global asset management company, and Big Four accounting firms, Rick has experience in nearly all areas of personal finances and access to many resources others do not have. He brings the knowledge and the experience and is committed to your financial success.