CAPITAL INVESTMENT ADVISERS 

CONNECT

Address:

3780 Kilroy Airport Way Suite 320
Long Beach, CA 90806

Phone:

562-420-9009

Emerson J. Fersch,CFP®, MSFS, ChFC, CLU

Emerson J. Fersch,CFP®, MSFS, ChFC, CLU

LPL Registered Principal

 

 

Emerson J. Fersch is a CERTIFIED FINANCIAL PLANNER™ Practitioner with more than 25 years in financial services. Based in Long Beach since 1992, Emerson is the owner of Capital Investment Advisers, which provides financial planning and investment management services for individuals and small businesses.

Prior to establishing Capital, Emerson began his career as assistant branch manager in the savings and loan industry. This led to a position as financial advisor at Great Western Bank, where he was later promoted to Vice President of Investments. These positions gave Emerson the opportunity to develop a comprehensive understanding of the financial marketplace, as well as broaden his experience in investments. With this experience, Emerson launched Capital in 1995.

Emerson has since furthered his education by attaining three of the more respected designations in the industry: the CERTIFIED FINANCIAL PLANNER™ (CFP®), Chartered Financial Consultant (ChFC) and Chartered Life Underwriter (CLU) (CA Insurance #0738568) designations.

Emerson earned his undergraduate degree from Saint Louis University and received his Masters Degree in Financial Services from the American College in Bryn Mawr, Pennsylvania. Additionally, he is a Registered Representative and Registered Principal of LPL Financial. (LPL), member FINRA/SIPC, and a registered Investment Advisor.

Emerson is active in the local community, having served in leadership roles within the Church of Jesus Christ of Latter-day Saints. Emerson was elected Treasurer for the City of Signal Hill and served three four-year terms. Emerson’s family includes his wife Darci, son Ethan, two dogs and two cats.

Phone 562-420-9009 ext 205
Fax 562-354-2690