Sponsor Spotlight: Fergerson Financial

March 11, 2019

 Introducing our newest program sponsor, Fergerson Financial! We are so appreciative of their support and are so excited to work with him this upcoming year!

Tell us about your family/company.

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. He was also a Director/Vice President in Franklin Templeton Companies, LLC focusing on financial operations.

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.

 

 

What is the reason(s) for sponsoring Hands4Hope?

I was on the H4H Board a few years for a short while but always loved what they did and how they allow youth in the community to make a difference. I had run into Jen and a student (Caroline Snyder) giving a presentation at an El Dorado Community Foundation event where they had been selected for a grant. Jen presented with Caroline and there were two other non profits also present.  I was so impressed with her and Caroline and I thought to myself that it was time to donate to Hands4Hope again while I have the means to. I think the 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?

Initially, I was just looking to give to a great organization. It had been a few years since I had donated and I wanted to be able to give back.  My time is limited so I wanted to help where I could. However, I am really looking forward to attending the Benefit Dinner this year since I have not been in a few years!



 

 

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