About


bferguson@wealthenhancement.com


 


Britta began her career in the financial sector as Financial Consultant in early 2008. After eight years in that role, Britta changed companies and took up a position as a VP, Wealth Management Advisor. Given that her financial career kicked off at the height of the 2008/2009 market correction, Britta learned early (and quickly!) about behavioral finance, and how crucial it is for clients to have a financial plan. In Britta’s current role as Vice President, Financial Advisor, she specializes in goal-based planning, risk management, tax mitigation strategies, asset protection, and legacy planning. Britta lives in San Diego, CA where she enjoys spending time with family and friends, indulging in her “foodie” passions, and volunteering with Habitats for Humanity and the Alzheimer’s Foundation. When she gets the chance, Britta enjoys travel, snowboarding, outdoor adventures, and sports. Despite living in southern California, Britta is a huge fan of the NFL’s Cincinnati Bengals. 


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Whether it's due to longevity, divorce, or other lifestyle choices, nearly 80% of women will become solely responsible for their finances at some point in time. By thoroughly understanding the principles and nuances of financial planning, women can proactively prepare for challenges, instead of reacting to them.
Britta Ferguson CFP®, CEPA®

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Tax appointment planning can help you get your personal and business documents in order—making it easier to file your 2023 taxes. This brief guide outlines the steps you can take to get ready.
Britta Ferguson CFP®, CEPA®

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The wage gap between men and women can significantly impact your retirement planning. Learn how to bridge the women’s wage gap with these six tips.
Britta Ferguson CFP®, CEPA®

Blog

Capital gains can lead to unforeseen tax consequences. Find out how efficient tax planning can help reduce your capital gains tax.
Britta Ferguson CFP®, CEPA®

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