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Sponsor Spotlight | Fergerson Financial

Updated: Jan 30, 2023

Rick Fergerson, CPA, PFS, AIF is the Founder and CEO of Fergerson Financial, a Registered Investment Advisor firm.

Prior to owning Fergerson Financial, Rick was Senior Vice President of Franklin Templeton Investor Services LLC and Franklin Distributors, Inc., focusing on all retirement related services. Rick has been a Certified Public Accountant (CPA) since 1988 and has ten years of public accounting experience, primarily with Price Waterhouse and Deloitte Touche. He graduated from UC Santa Barbara in 1983 with a Bachelor of Arts degree in Economics, emphasis in accounting.

Rick is married to Laura (also a CPA) and has two daughters, Marissa and Kathryn, and a son Matt. Rick is an avid golfer (still honing his skills) and enjoys tasting fine wines. When not in the office, you can often find him at the Yoga studio.

How did I hear about H4H?

I believe it was over 6 years ago when my son graduated from Oak Ridge High School. One of the Vice Principal's of the school was a board member, and I learned about the organization through her. I actually looked back at the email I wrote to the founder Jennifer Bassett after meeting her in May 2013. I said “ I always enjoy conversation when the person I’m talking to has a passion in life. And to turn your dream into a reality with Hands4Hope is a beautiful thing. I look forward to our business relationship as a sponsor and to be part of your mission in developing the next generation of volunteers, and leaders.”

What is the reason(s) for sponsoring Hands4Hope?

Hands4Hope mission is fantastic in terms of what they do for students and I am thrilled to be able to support such a worthy cause.

Is there anything else that you would like to add?

Hands4Hope is a great organization that provides opportunities for youth to gain leadership skills, give back to communities, and work together as a team. I’m looking forward to continuing to see Hands4Hope grow into a centerpiece of our community.

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