David J. Fevergeon, CFP®

President & Owner/Financial Advisor (FINRA BrokerCheck)

Starting at age 12, I had the unique opportunity of assisting my father in his financial services practice.  By 2005 I officially joined his office and then completed a successful transition of ownership by 2014.  Today, I am grateful to carry on his legacy and deep care for our clients.

I am an avid planner who appreciates clarity and thoroughness.  This made my career choice rather easy as I love to develop clear financial plans and sound investment strategies that help my clients relieve anxiety and reach financial independence.

I also love spending time with my wife, Stephanie, and three children, Bella, Ethan, and Luke.  If you can't find us participating in various community or youth events around Ellensburg, chances are we are away at Disneyland, my family's go-to vacation spot.

MY TIMELINE:

2000: Graduated from Ellensburg High School in the top 10% of my class

 

2000-2004: Attended Whitworth University in Spokane, WA on a full-ride Army ROTC scholarship.

2004: Graduated Magna Cum Laude (with high honors) with a Bachelor of Arts in Business Management and received a commission as a 2nd Lieutenant in the U.S. Army Reserve.

In order to satisfy my Army scholarship requirements, I attended the U.S. Army Transportation Officer Basic Course in Newport News, VA to study Army logistics. Upon completion of the 5-month course, I returned to Ellensburg to partner with my father here at Fevergeon Financial.

 

2005: Completed FINRA Series 7, 66, and life/health insurance licensing.

2007: Completed an 18-month online certificate in Financial Planning through Purdue University Global. 

 

2008: Completed the education, experience, and examination required of the CFP® Board to earn the CFP® designation (Certified Financial Planner™).

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Securities and advisory services are offered by certain associates through KMS Financial Services, Inc. Member FINRA/SIPC and an SEC Registered Investment Advisor.  Fevergeon Financial and KMS are separate and unaffiliated. Fevergeon Financial is not a registered investment advisor or broker-dealer. This site is for informational purposes only and is not an offer to sell or a solicitation of an offer to buy any securities or investment advisory services which may be referenced herein. We may only offer services in states in which we have been properly registered or are exempt from registration. Therefore some of the services mentioned may not be available in your state, and if not, the information is not intended for you.

KMS Financial Services, Inc is a Seattle-based broker-dealer and investment advisory firm serving clients through a network of more than 300 investment professionals nationwide.