Fred
Ferrara

CMFC™, CRPC™, CFA®

Request an appointment
Fred Ferrara

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, Cornell University

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

Request an Appointment

Visit one of our Locations

Sacramento I - Roseville (East)

2901 Douglas Blvd
Suite 250
Roseville, CA 95661

Explore location

Sacramento - Elk Grove (Appt Only)

9245 Laguna Springs Drive
Suite 200
Elk Grove, CA 95758

Explore location

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 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 insight as well as our client service associates who can provide you with additional resources and support.

Financial Planning

Financial
Planning

 Retirement Planning

Retirement
Planning

 Investment Management

Investment
Management

 Tax Planning

Tax
Planning

 Insurance Guidance

Insurance
Guidance

 Estate Planning

Estate
Planning

Financial Planning & Investing Resources

Retirement & Estate Planning

Estate planning guide

Market Insights

Everyday Wealth, Everyday Insights

Financial Planning & Investing

Why the S&P 500 may fail as your portfolio’s benchmark

Financial Planning & Investing

Meet your chief investment officer

Financial Planning & Investing

Many couples don’t discuss their finances in depth

Insurance

7 types of insurance policies you do and don’t need

Market Insights

April Market Insights

Financial Planning & Investing

Growth vs value stocks: Which is better for your portfolio?