Steve Ferger (CFP®)
Retirement Planning, Investment Management, Investment Consulting
Steve Ferger, CFP®, is a financial planner and investment advisor based in Palm Springs, California.
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.
NAPFA Start Date
August 22, 2016