Fred
Ferrara
CMFC™, CRPC™, CFA®
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
Working with Us
The further you go in your financial life, the more complex it becomes. That’s why you need a partner who can help you plot a course. Whether you’re accumulating wealth, transitioning into retirement or strengthening your legacy, your financial planner is by your side along the way. From tax planning to estate planning, your planner can also tap into our in-house experts for an extra layer of financial planning insight as well as our client service associates who can provide you with additional resources and support.
Certain services provided on an educational and guidance basis only.
