CoverProfile

Brianna Ferguson

Financial Planner

Cerro Pacific Wealth Advisors

United States, California, San Luis Obispo

About Me

After nearly a decade in the financial services industry, Brianna Ferguson says working in financial services as a financial planner is a lot like putting a puzzle together. “You get all these components—things that clients want to do and achieve,” Brianna said. “As a financial professional, it’s my job to make sense of them and arrange them in one digestible format. It’s a great moment when we present that plan and see the client’s eyes light up. We’re able to clarify their whole life and everything they want.” Brianna has always had a love of numbers but didn’t initially consider a career in financial services. As a student at California Polytechnic State University, Brianna majored in

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Profile Information

Financial Planner

Cerro Pacific Wealth Advisors

Investment Team

Investor

RIA/Wealth Manager/Asset Manager

San Luis Obispo

California

United States

Jan 9, 2025

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