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Steve Ferger (CFP®)

Planning Specialties

Retirement Planning, Investment Management, Investment Consulting

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Envisage Financial Planning is a Fee-Only personal financial planning practice. We help you prepare for and thrive in retirement by combining your goals and finances to build a life and legacy that satisfies you.  We do not have account minimums, and we do not take commissions.  Envisage specializes in retirement and legacy planning, and our services range from comprehensive financial planning and on-going wealth management to one hour of financial advice.

Additional Information

Steve Ferger, CFP®, is a financial planner and investment advisor based in Palm Springs, California.  

NAPFA Start Date

August 22, 2016

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Disclaimer: Limitations. This list only serves as a resource to assist an individual in identifying a potential advisor for their review and consideration. The appearance of an adviser on the list is not endorsement by NAPFA of that advisor's services. There can be no assurance that you will experience a certain level of results or satisfaction if you engage a listed advisor. Except for the NAPFA membership fee, the listed advisor did not pay NAPFA a separate fee to appear on the list.
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Visit Website Download vCard
Disclaimer: Limitations. This list only serves as a resource to assist an individual in identifying a potential advisor for their review and consideration. The appearance of an adviser on the list is not endorsement by NAPFA of that advisor's services. There can be no assurance that you will experience a certain level of results or satisfaction if you engage a listed advisor. Except for the NAPFA membership fee, the listed advisor did not pay NAPFA a separate fee to appear on the list.

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This Office

193 S Civic Dr Palm Springs, CA 92262-7215 Phone: (760) 424-2001
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