Teo Ferreira
CFP®, CRPC®
Wingate Wealth Advisors, Inc.
Senior Financial Advisor
Teo Ferreira
CFP®, CRPC®
Wingate Wealth Advisors, Inc.
Senior Financial Advisor
As a fee-only financial planner, my focus is to offer unbiased financial advice to help you achieve your life goals. - Teo Ferreira, CFP®, CRPC®
Fee-Only financial planner located in Lexington, MA, serving clients locally and across the country
Teo Ferreira is a Lexington, MA fee-only financial planner. Wingate Wealth Advisors, Inc. provides comprehensive financial planning, retirement planning, and investment management to help clients organize, grow and protect their assets through life’s transitions. As a fee-only, fiduciary, and independent financial advisor, Teo Ferreira is never paid a commission of any kind, and has a legal obligation to provide unbiased and trustworthy financial advice.
Teo Ferreira is a Senior Financial Advisor, who works closely with each client to develop a customized wealth management plan to achieve their short and long-term financial goals. As a trusted advisor, Teo understands that each client is unique. His process involves understanding the client’s individual circumstances; establishing clear financial objectives; making recommendations; developing and implementing measurable solutions; and periodically reviewing their plan.
Teo meets with clients to monitor the consistency of their financial strategies with their personal and professional situation.
Teo has over 25 years of experience in the financial services industry. Prior to joining Wingate in July 2014, Teo held positions within the financial advisory, capital markets, and global treasury arenas.
Teo holds a Bachelor of Science degree with a major in finance from Bryant College and an MBA from Boston University’s School of Management. He is also a Certified Financial Planner™ practitioner and a Chartered Retirement Planning Counselor℠.
Teo resides in Newton, MA with his wife and enjoys golfing, biking, and following the local sports teams. Teo occasionally fancies himself a handyman and takes on minor home improvement projects.
Wingate Wealth Advisors is an independent, fee only, wealth management and financial planning organization dedicated to serving the personal financial needs of individuals and families. Since 1986, we have been providing financial guidance that is objective, individualized and timely. Our integrated approach begins with financial planning to ensure your investment plan is aligned with your particular needs, goals and circumstances. We believe that Wingate offers you an ideal combination of knowledge, service and convenience.
Fee-Only, Fiduciary, Independent: Three Important Criteria to Consider When Choosing a Financial Advisor.
Specialties
- Comprehensive Financial Planning
- Retirement Income Planning
- Investment Management
- College Education Planning
- Tax Planning
Ideal Clients
- Retirees and Near Retirees
- Growing Families
- Business Owners and Executives
- Sudden Money Situations
- Novice Investors
Working Together
- In-Office Meetings
- Virtual Meetings
- Clearly Defined Fees
- No Product Sales
- Complimentary Initial Consultation
Professional Designations & Affiliations
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Teo Ferreira is a member of The Financial Planning Association® (FPA®)FPA® is the largest membership organization for CFP® professionals in the U.S. and supports high standards of professional competence, ethical conduct, and clear, complete disclosure when serving clients.
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Teo Ferreira is a CERTIFIED FINANCIAL PLANNER™ Professional - Click for VerificationCFP® 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.
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Teo Ferreira is a Chartered Retirement Planning Counselor℠ (Learn More)The Chartered Retirement Planning Counselor℠ or CRPC® designation is a premier retirement planning credential. The CRPC® program covers all aspects of the retirement process in a single comprehensive program with no product or advising biases.
Contact Teo Ferreira
Office Locations:
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405 Bedford St
Lexington, MA 2420
