Fred Ferrara

CMFC™, CRPC™, CFA®

picture of a planner

Here to act in your best interests

About me

I’ve been a financial planner for more than a decade. Before that, I was a compliance officer. I truly enjoy helping my clients plan to make their financial goals and dreams a reality. When I’m not working, I’m pursuing other interests, including reading, watching old movies and bottling wine with friends.

Certifications

Chartered Mutual Fund Counselor™

Chartered Retirement Planning Counselor™

Chartered Financial Analyst®

Education

Bachelor of Arts, History - Cornell University

Juris Doctor - St. John’s University School of Law

Visit one of our Locations

Sacramento - Elk Grove (Appt Only)

9245 Laguna Springs Drive

Suite 200

Elk Grove, CA 95758

Sacramento I - Roseville (East)

2901 Douglas Blvd

Suite 250

Roseville, CA 95661

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