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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.


Chartered Mutual Fund Counselor™

Chartered Retirement Planning Counselor™

Chartered Financial Analyst®


Bachelor of Arts, Cornell University

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

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Visit one of our Locations

Sacramento I - Roseville (East)

2901 Douglas Blvd
Suite 250
Roseville, CA 95661

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Sacramento - Elk Grove (Appt Only)

9245 Laguna Springs Drive
Suite 200
Elk Grove, CA 95758

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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 Retirement Planning Investment Management Tax Planning Insurance Guidance Estate Planning