Britta Ferguson

Britta is a Senior Vice President and Financial Advisor who helps high-net-worth and ultra-high-net-worth individuals, families, business owners, and executives navigate the opportunities and complexities that come with significant wealth. Beginning her career during the 2008-2009 financial crisis shaped her belief that successful outcomes are driven by thoughtful planning and disciplined decision-making rather than market predictions.

Throughout her career, Britta has worked on both the advisory and trust sides of wealth management, gaining valuable experience in trust administration, estate settlement, fiduciary planning, and multigenerational wealth transfer. Her experience on both the advisory and trust sides of wealth management give her a unique perspective on helping clients not only build wealth, but also preserve it, transfer it efficiently, and align it with the legacy they hope to leave behind.

As a Certified Financial Planner™ professional and Certified Exit Planning Advisor®, she specializes in integrating investment management, tax-efficient wealth strategies, retirement planning, concentrated stock planning, estate and legacy planning, asset protection, and business transition planning into a cohesive strategy tailored to each client’s goals. Known for her technical experience, collaborative approach, and deep commitment to client relationships, Britta has earned a reputation for helping clients navigate complex financial decisions with confidence and clarity.

Based in San Diego, Britta is also the founder of Women, Wealth & Wine, a community dedicated to helping women build confidence and knowledge around their financial lives. Outside of work, she and her husband Garrett enjoy traveling, outdoor mountain adventures, volunteering in her community, and cheering on her beloved Cincinnati Bengals.