Anthony Ferreira| CFP®
- Financial Planning
- 401(k) Retirement/Pensions
- Tax Planning
- Asset Protection
- Estate Planning
- Charitable Giving
Our Other NAPFA Members
La Jolla, CA
Anthony G. Ferreira CFP® is based in San Diego, CA. He specializes in wealth management for high net worth individuals and families with concentration in estate planning, tax efficient investment strategies, retirement planning, portfolio management, risk management, and benefits planning. Learn more and/or Contact Anthony.
Anthony Ferreira is a partner and original member of WorthPointe and provides comprehensive wealth management for his clients. Anthony specializes in wealth management for high net worth individuals and families with concentration in estate planning, tax efficient investment strategies, retirement planning, portfolio management, risk management, and benefits planning. This allows his clients to spend their time focusing on what matters most to them.
A CERTIFIED FINANCIAL PLANNER™ (CFP®) practitioner, Mr. Ferreira is a past member of the Financial Planning Association of San Diego and has served on the committee for the Director of Communications. He is also a member of the National Association of Personal Financial Advisors (NAPFA). Anthony graduated from San Diego State University with a B.S. in Financial Services.
As a professional, Anthony provides exceptional service by delivering unbiased, personalized financial advice and comprehensive plans to clients. When he is not helping his clients, he enjoys cycling, swimming, and hiking with his wife and three boys. He also enjoys keeping up with the financial and technology world, following several financial and tech podcasts and news services.
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WorthPointe is a fee-only financial planning firm built to support strong client-relationships, long-term financial planning, and act as an unbiased source of financial advice for business owners, executives, and their families. Our CERTIFIED FINANCIAL PLANNER™ professionals integrate investment consulting with tax planning, asset protection, estate planning and charitable giving; using our five-step process.
As a fee-only firm, you always know what you're paying for by laying out the precise nature of our financial planning services and how our strategies support your unique financial planning/wealth management goals. Our CERTIFIED FINANCIAL PLANNER™ professionals cater to a select group of high growth entrepreneurs and their families by providing client-centered advice and customizable strategies. To discuss partnering with one of our financial planners, contact us today.