Ted  Ferguson,  CFP<sup>&reg;</sup> - Financial Advisor

Ted Ferguson, CFP®

Senior Vice President - Wealth Management

UBS Financial Services, Inc.

5285 SW Meadows Rd, Ste 495
Lake Oswego, OR 97035
FINANCIAL ADVISOR'S WEBSITE
(503) 248-1309

General

Ted Ferguson is a CERTIFIED FINANCIAL PLANNER™ professional and member of the Financial Planning Association. Serving clients at UBS Financial Services, Inc. in Lake Oswego, OR and the surrounding communities.

Financial Advisor Overview

RETIREMENT PLANNING:  With nearly 20 years of financial services experience, I am primarily focused in the area of designing and implementing investment strategies that match the retirement income needs of clients. Most people want to know how much money they will need to retire.  In my practice, I help people figure out what that number is.  We then implement the savings and investment strategy to achieve it.  When the plan is in place, I will monitor the results and recommend adjustments as warranted by a change in the client's situation, or changes in the economic and market conditions.

DIVORCE FINANCIAL PLANNING:  I provide specialized financial planning services for divorcing individuals.  Divorce can have a traumatic and emotional impact on all those who are directly involved with the divorcing individuals.  The financial issues surrounding divorce are often times very complex.  The impact of the financial decisions made during the divorce proceedings will last a lifetime.  In addition to seeking legal representation, it is also wise to seek financial and investment advice.

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Financial Advisor Experience

Financial Advisor, UBS Financial Services, Portland:  2006 - Current
Financial Advisor, Piper Jaffray, Portland:  2001 - 2006
Vice President Institutional Financial Services, U.S. Bank, Portland:  2000 - 2001
Insurance Agent, JBL&K Risk Services, Portland:  1994 - 2000
Insurance Agent, Standard Insurance, Portland:  1992 - 1994

Financial Advisor Certifications

Securities Registrations or Exam Qualifications

7, 66

Designations & Certifications

  • CERTIFIED FINANCIAL PLANNER™ (CFP®)
  • Other - Certified Divorce Financial Analyst

Insurance Licenses

  • Life insurance
  • Health/disability insurance
  • Property/casualty
  • Fixed annuities
  • Variable annuities

Broker-Dealer Affiliation

UBS Financial Services Inc.

Financial Advisor's Specialties

Comprehensive Financial Planning, 401(k)/403(b)/IRAs, Annuities, Asset Allocation, Estate Planning, Investment Management, Getting Divorced, Mutual Funds, Job Loss, Retirement, Stocks & Bonds, Sudden Wealth

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Helpful Financial Planning Resources