David Ferguson, CFP®
Wealth Manager & Employee Owner
Each step in David’s career path, beginning with his early career in transportation at a global container shipping firm, has brought with it its own challenges and lessons. Those experiences, as far back as his time as a bus driver while attending UC Davis, gave him a deep understanding of what service really means and, perhaps most importantly, the ability to talk comfortably with people who come from varied backgrounds and interests. He prides himself on the ability to combine deep expertise in wealth planning with a deep understanding of the unique goals and priorities of each of his clients, whether those goals are as often-discussed as building a financial legacy for clients’ children, or as unexpected as establishing a charitable account funded with cows (a true story!)
Prior to joining LNW, David was director of global operations for International Asset Systems. He built an international customer service team that served the container shipping industry from offices in the United States (Oakland, CA and Chicago, IL), as well as Hong Kong and Nice, France.
- CERTIFIED FINANCIAL PLANNER™ professional
- MBA, University of California, Davis
- B.S. in Environmental Planning, University of California, Davis
Hiking – he hiked the entire Pacific Crest Trail from Mexico to Canada – and the challenging and fabulous experience of being a father.
