Fergerson Financial is an independent investment and financial advisory firm based in El Dorado Hills, CA. Led by Rick Fergerson, a Certified Public Accountant (CPA), Personal Financial Specialist (PFS), and Accredited Investment Fiduciary (AIF), the firm offers comprehensive financial planning services, wealth management, investment advisory, and retirement plan services to individuals, company-sponsored retirement plans, foundations, and trusts.
With over twenty-eight years of experience and a commitment to building high-quality relationships based on trust and professionalism, Fergerson Financial aims to provide timely and effective communication, strategic financial planning, and personalized advice to help clients reach their goals and make a difference in their lives.
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