Michael Ferguson, Cfp® Email and Phone Number
Michael Ferguson, Cfp® work email
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Michael Ferguson, Cfp® personal email
Advisory services offered through Commonwealth Financial Network®, a Registered Investment Adviser.
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Wealth Advisor | PartnerClarendon Wealth ManagementArlington, Va, Us -
Wealth Advisor | PartnerClarendon Wealth Management Sep 2024 - PresentArlington, Virginia, United States -
Director Of Financial Planning ServicesClarendon Wealth Management Jun 2016 - Oct 2024Arlington, Va
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Summer InternWashington Wealth Advisors Jun 2015 - Aug 2015Falls Church, VaAt Washington Wealth Advisors I assisted the advisors with multiple projects to help their business run smoother. I contacted their clients to confirm their portfolio risk and then used that information to add their qualified accounts into the appropriate Fidelity Wealth Central portfolio that I helped build in the software. I was also given the opportunity to set up online invoicing for WWA to make payments from their clients much easier for both the advisors and the clients. Lastly, I helped improve client experience in the office by making the conference room wireless so the advisors would be able to pull up the clients' information on a large monitor so they can easily show the client what they are talking about. -
Summer InternArchitect Of The Capitol May 2014 - Aug 2014Ford House Office BuildingI worked in the budget office under Budget Analysts, the Budget Officer, and the Chief Financial Officer to provide assistance in the creation of the next fiscal year budget. I conducted a lot of historical and statistical analysis that was used by the CFO to defend the budget we proposed to Congress. I also was on the Cannon House Office Building Renewal team where I sat in on meetings and processed Funding Allocation Documents in order to fund the project. Much of the work I performed was very detailed oriented with strict deadlines which taught me how to work quickly, be diligent, and always have a second pair of eyes check over my work. -
Summer InternArchitect Of The Capitol May 2013 - Aug 2013Ford House Office BuildingThis was my first of three summers at the Architect of the Capitol. This summer I learned about the process of the AOC and how the budget justification worked. I performed a lot of historical analysis that has been published in the AOC's award winning Accountability Report and in multiple budget justifications.
Michael Ferguson, Cfp® Skills
Michael Ferguson, Cfp® Education Details
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Financial Planning And Services
Frequently Asked Questions about Michael Ferguson, Cfp®
What company does Michael Ferguson, Cfp® work for?
Michael Ferguson, Cfp® works for Clarendon Wealth Management
What is Michael Ferguson, Cfp®'s role at the current company?
Michael Ferguson, Cfp®'s current role is Wealth Advisor | Partner.
What is Michael Ferguson, Cfp®'s email address?
Michael Ferguson, Cfp®'s email address is mi****@****lth.com
What schools did Michael Ferguson, Cfp® attend?
Michael Ferguson, Cfp® attended Virginia Polytechnic Institute And State University.
What are some of Michael Ferguson, Cfp®'s interests?
Michael Ferguson, Cfp® has interest in Environment.
What skills is Michael Ferguson, Cfp® known for?
Michael Ferguson, Cfp® has skills like Microsoft Excel, Social Media, Leadership.
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