About
Britta began her career in the financial sector as Financial Consultant in early 2008. After eight years in that role, Britta changed companies and took up a position as a VP, Wealth Management Advisor. Given that her financial career kicked off at the height of the 2008/2009 market correction, Britta learned early (and quickly!) about behavioral finance, and how crucial it is for clients to have a financial plan. In Britta’s current role as Vice President, Financial Advisor, she specializes in goal-based planning, risk management, tax mitigation strategies, asset protection, and legacy planning.
Britta lives in San Diego, CA where she enjoys spending time with family and friends, indulging in her “foodie” passions, and volunteering with Habitats for Humanity and the Alzheimer’s Foundation. When she gets the chance, Britta enjoys travel, snowboarding, outdoor adventures, and sports. Despite living in southern California, Britta is a huge fan of the NFL’s Cincinnati Bengals.
Education
- BS - Finance, University of Louisville
Resources from Britta Ferguson
Current Clients
Contact me via email or me at the top of the page.
Your complimentary consultation
During your no-obligation meeting, you will:
Get a second opinion on your financial situation
Be matched with a Wealth Enhancement advisor
Begin crafting a comprehensive financial plan
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