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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

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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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