Welcome
Fergerson Financial LLC 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 managing member and founder of Fergerson Financial, a Registered Investment Advisor.
I became an independent Registered Investment Advisor to:
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Develop high quality relationships with clients,
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Build upon a reputation of professionalism, commitment and trust
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Help others address complex needs using my experience and collaborative approach
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Offer personalized financial and investment advice based on what's best for the client
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Provide indispensable services that make a difference in a client's life.
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.
This website is only intended for clients, potential clients, and interested investors residing in states in which Fergerson Financial LLC is qualified to conduct investment advisory services. Please contact Fergerson Financial LLC at 1-916-941-1535 to find out if we may conduct advisory business in the state where you reside. Accordingly, Fergerson Financial LLC does not attempt to affect personalized investment advice through this site. Any subsequent direct communication with a prospective client shall be conducted by a Fergerson Financial LLC representative who is registered in the state where the prospective client resides. Some of the information given in this site has been produced by unaffiliated third parties and, though we believe it to be reliable, Fergerson Financial LLC does not guarantee its timeliness, sequence, accuracy, adequacy, or completeness and makes no warranties with respect to results to be obtained from its use. Nothing on this web-site should be interpreted to state or imply that past results are an indication of future performance. All securities investments carry risk, including a risk of loss of principal.
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