Partner and Financial Planner
Partner and Financial Planner
As a fee-only financial planner, my focus is to offer unbiased financial advice to help you achieve your life goals. - Anthony Ferreira, CFP®
Fee-Only Financial Planner serving clients nation-wide, with offices in Dallas, Fort Worth, Orange County and San Diego.
Anthony Ferreira, CFP® 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.
Anthony Ferreira is a Member of the National Association of Personal Financial Advisors
The National Association of Personal Financial Advisors (NAPFA) is a leading professional association of Fee-Only financial advisors - highly trained professionals who are committed to working in the best interests of those they serve.
NAPFA members live by three important values:
- To be the beacon for independent, objective financial advice for individuals and families.
- To be the champion of financial services delivered in the public interest.
- To be the standard bearer for the emerging profession of financial planning.
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.
Fee-Only, Fiduciary, Independent: Three Important Criteria to Consider When Choosing a Financial Advisor.
- Comprehensive Financial Planning
- Retirement Income Planning
- Investment Management
- College Education Planning
- Tax Planning
- Retirees and Near Retirees
- Growing Families
- Business Owners and Executives
- Sudden Money Situations
- Novice Investors
- In-Office Meetings
- Virtual Meetings
- Clearly Defined Fees
- No Product Sales
- Complimentary Initial Consultation
Professional Designations & Affiliations
Anthony Ferreira is a NAPFA-Registered Financial Advisor
The National Association of Personal Financial Advisors (NAPFA) is a leading professional association of Fee-Only financial advisors—highly trained professionals who are committed to working in the best interests of those they serve.
Anthony Ferreira is a CERTIFIED FINANCIAL PLANNER™ Professional - Click for Verification
CFP® professionals are held to strict ethical standards to ensure financial planning recommendations are in your best interest. What’s more, a CFP® professional must acquire several years of experience related to delivering financial planning services to clients and pass the comprehensive CFP® Certification Exam before they can use the CFP® designation.
Contact Anthony Ferreira
888 Prospect St Ste 200
La Jolla, CA