CoverProfile

Brianna Ferguson

Associate Wealth Advisor & Planner

Cerro Pacific Wealth Advisors

United States, California, San Luis Obispo

About Me

Brianna has always had a love of numbers but didn’t initially consider a career in financial services. As a California Polytechnic State University student, Brianna majored in business with an emphasis in accounting. During her senior project at Cal Poly, she volunteered to do tax returns for low-income filers but decided accounting wasn’t the right profession for her. Shortly after, she took an administrative assistant job at a local financial advisory firm, worked her way up to client services and has continued to ascend in the profession. Before joining Cerro Pacific Wealth Advisors, Brianna was vice president at Central Coast Wealth Management in San Luis Obispo, where she managed the

View more

Profile Information

Associate Wealth Advisor & Planner

Cerro Pacific Wealth Advisors

Investment Team

Investor

RIA/Wealth Manager/Asset Manager

San Luis Obispo

California

United States

Sep 28, 2025

Work Experience

Cerro Pacific Wealth Advisors

Associate Wealth Advisor & Planner Present
Email: brianna@cerrowealth.com

More profiles to browse

LM
Lyle Meek
Founding Partner
DS
Dan Speirs
Founding Partner
Profile Photo
Jennifer Chesini
Founding Partner

You Might Like

LA
Lily Akopyan
Executive Assistant
Oakmont Corporation
JM
Justin Molina
Manager, Client Services
Wall Private Wealth
DZ
Donna Zanetti
Manager of Client Services
Pennsylvania Capital Management
RR
Rachel Rademacher
Vice President of Operations
Rademacher Financial Inc