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

Brianna Ferguson
Associate Wealth Advisor & Planner
Cerro Pacific Wealth Advisors
United States, California, San Luis Obispo
About Me
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
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