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William Ferguson

William E. Ferguson, AIF®, BFA™

Retirement Plan Specialist / Accredited Investment Fiduciary® / Behavioral Financial Advisor™

Phone: (412) 528-1936

Fax: (412) 528-1936

Email: william.ferguson@kfg1.com

Interests:

  • Spending time with his wife, Melissa, their children, Liam & Violet, and other family and friends

  • Traveling

  • Fly fishing

  • Running

Community Participation

  • Nature of Fire

  • Pittsburgh Marathon

  • Kids of Steel

Areas of Focus:

  • Company sponsored retirement plans

  • Consultative Fiduciary Planning

  • Participant retirement plan education

  • Personal wealth and retirement planning

  • Income planning

Experience:

  • 11 years of service

Qualifications:

  • Accredited Investment Fiduciary® / Behavioral Financial Advisor™

  • FINRA Series 6, 7, and 63 registration through LPL Financial; Series 66 through LPL Financial and Stratos Wealth Partners

  • Life, Accident, & Health Insurance Licenses

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Education:

  • Pennsylvania State University: Bachelor of Science in the field of Finance

Building Your Financial Future

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