AIF® Retirement Plan Advisor Fort Worth, TX
Claudia Ferguson has been serving the financial needs of business owners and their families for more than 15 years. She strives to develop long-term relationships with her clients with the objective of understanding their goals and providing viable solutions for every element of the wealth management equation.
As your financial advisor, Claudia takes a comprehensive approach to addressing your financial needs. After getting to know you and your business to fully understand your investment objectives and your tolerance for risk, Claudia works closely with you to develop a customized financial plan designed to meet your long-term financial objectives.
Raymond James’ extensive resources include specialists in financial planning, estate and tax planning, wealth accumulation, retirement planning, college funding and more. With the support of the experienced professionals at Raymond James, Claudia works diligently to help you develop both your personal financial plan and a detailed investment strategy. Claudia’s planning-based approach is designed to help you meet current financial needs while working toward future goals. The goals could be to mitigate tax liabilities and successfully address estate issues, get better control of discretionary expenses or reach your long-term financial goals.
Originally from Guadalajara, Jalisco, a region of Mexico, Claudia graduated from Universidad de Guadalajara with an accounting degree. She earned the professional designation of Accredited Investment Fiduciary. Prior to joining Raymond James in 2022, Claudia worked for Ameritas Retirement Plans for five years. Away from the office, Claudia enjoys traveling, cooking and spending time with family and friends.
Raymond James and its advisors do not offer tax or legal advice. You should discuss any tax or legal matters with the appropriate professional.