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Britta Ferguson Named Among InvestmentNews’ 2024 “Rising Stars”

Britta Ferguson -CFP®, CEPA®

3 minutes

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Britta Ferguson, Senior Vice President and Financial Advisor of Wealth Enhancement, has been recognized in the 2024 “Rising Stars List of Best Wealth Managers & Advisors Under 40 in the USA” ranking by InvestmentNews.  


With more than 15 years of experience in financial planning, Britta specializes in goal-based planning, risk management, tax mitigation strategies, asset preservation, and legacy planning. She also has a passion for helping women build confidence around their finances. She does this by discussing a range of topics that educate and empower women to make smarter decisions and work towards financial security. 


Britta is Wealth Enhancement’s only financial advisor to be named on InvestmentNews’ 2024 “Rising Stars” List of Best Wealth Managers & Advisors Under 40 in the USA.  


About the Research Process  

In July, InvestmentNews invited financial advice and wealth management professionals across the country to nominate their most exceptional young talent for the inaugural Rising Stars list. This award recognizes nominees aged 40 or under (as of November 30, 2024) who are committed to a career in wealth management, with a clear passion for the industry. Nominees were asked about their current role, key achievements, and career goals, as well as the contributions they’ve made to shaping the industry. Recommendations from managers and senior industry professionals were also taken into account.  


About InvestmentNews 

InvestmentNewsmission is to be the leading source of news, analysis and insights for financial advisors and wealth-management professionals. They are dedicated to providing timely and accurate information that helps their audience make informed decisions, stay ahead of industry trends and grow their businesses.


InvestmentNews strives every day to be a catalyst for growth and positive change in the wealth management industry, and to inspire the next generation of financial advisors. 


About Wealth Enhancement  

Wealth Enhancement is an independent wealth management firm with an endless passion for enriching the lives of our clients. We continually seek to perfect our craft of personalized financial planning with our team-based Roundtable™ and UniFi ™processes that go far beyond the standard approach. We proudly provide unique financial plans and investment management services to over 67,000 households from our125 offices and growing - nationwide. Since 1997, Wealth Enhancement Group has tirelessly raised the standard of wealth management with specialized knowledge and more attentive service that helps every client craft their future. For more information, please visitwww.wealthenhancement.com

 

Awarded on 11/6/24 for the ranking year 2024.  

Head shot of Britta Ferguson

Britta Ferguson

Senior Vice President

Coronado, CA


bferguson@wealthenhancement.com
 

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