Shelley Ferro

CFP®, EA, CMC®

Ferro Financial LLC

Founder & President

Shelley Ferro

CFP®, EA, CMC®

Ferro Financial LLC

Founder & President

As a fee-only firm, our objective is to help you plan today for the life you will live tomorrow. - Shelley Ferro, CFP®, EA, CMC®

504-324-9217

Ferro Financial, LLC specializes in working with woman and couples preparing for and entering retirement.

Ferro Financial LLC provides comprehensive financial reviews, retirement planning, investment management, and financial coaching to help women and couples organize, grow and protect their assets for their retirement years.  As a fee-only, fiduciary, and independent financial advisor, Ferro Financial is only paid by their clients and has a legal obligation to provide unbiased and trustworthy financial advice.

Shelley Ferro, CFP(TM), EA, CMC(R) is a financial strategist. Ms Ferro is a CERTIFIED FINANCIAL PLANNER (TM), ENROLLED AGENT, and a CERTIFIED MONEY COACH (TM). Ferro has been working with professional woman and couples for over two decades to help them prepare for their retirement years.  Ms. Ferro takes a  comprehensive approach to financial planning and investment management.  She helps clients get organized and take action toward their financial goals. Shelley Ferro is never paid a commission of any kind, and works only for the client - not a broker-dealer, insurance company, or bank.

Shelley Ferro 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.

Ferro Financial, LLC is a fee-only financial planning and investment advisory firm headquartered in Metairie, LA.  Ferro FInancial, LLC is required to uphold a fiduciary standard with clients and avoids conflicts of interest inherent in commision and fee-based firms.  

Fee-Only, Fiduciary, Independent: Three Important Criteria to Consider When Choosing a Financial Advisor.

Specialties

  • Comprehensive Financial Planning
  • Retirement Income Planning
  • Investment Management
  • Strategic Financial Advice

Ideal Clients

  • Retirees and Near Retirees
  • Inheritance & Divorce Situations
  • GenX and Baby Boomers
  • Woman and Couples

Working Together

  • Virtual & In-Office Meetings
  • Clearly Defined Fees
  • No Product Sales
  • Complimentary Initial Consultation

Professional Designations & Affiliations

  • National Association of Personal Financial Advisors (NAPFA)
    Shelley Ferro 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.

  • Certified Financial Planner (CFP)
    Shelley Ferro 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.

  • Enrolled Agent with the IRS (EA)
    Shelley Ferro is an Enrolled Agent (EA) with the IRS

    An enrolled agent is a federally authorized tax practitioner empowered by the U.S. Department of the Treasury to represent taxpayers before the Internal Revenue Service. Enrolled agent status is the highest credential awarded by the IRS.

  • Certified Money Coach (CMC)®
    Shelley Ferro is a Certified Money Coach (CMC)®

    Money Coaching combines sound psychological and coaching principles with practical financial coaching to help people transform their relationship with money.

    Financial professionals who hold the CMC® designation are able to implement the step-by-step Money Coaching process to aid clients in gaining a deeper understanding of the unconscious beliefs and patterns that create stress, anxiety, and fear. and to identify and transform issues that can limit one from living a fulfilling, purposeful and prosperous life. Money Coaching improves the personal financial lives of individuals, allowing people to become empowered to reach their true potential.

Contact Shelley Ferro

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Office Locations:

  • 2121 N Causeway Blvd
    Suite 158
    Metairie, LA 70001
  • 8550 United Plaza Blvd.
    Suite 702
    Baton Rouge, LA 70809

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