Mary Ann
Ferreira

CFP®, CDFA®

Request an appointment
Mary Ann Ferreira

Here to act in your best interests

About me

I am a financial planner with experience in the aspects of the retirement process. My passion is to create a positive client experience for families in the Pacific Northwest and I strive to provide my clients with financial peace of mind by listening to their goals and understanding their unique needs, values and risk tolerance. As a mother of a young adult with special needs, I deeply recognize the financial planning challenges faced by families with children who have special circumstances. I am a board member for Beyond Disabilities and the Seattle Wheelchair Rugby Association.

Certifications

CERTIFIED FINANCIAL PLANNER™

Certified Divorce Financial Analyst®

Education

CFP Certification Professional Education Program, College for Financial Planning

Request an Appointment

Visit one of our Locations

Seattle IV - Bothell

22232 17th Avenue SE
Suite 210
Bothell, WA 98021

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

Market Insights

What the Silicon Valley Bank news means for your wealth

Retirement & Estate Planning

12 retirement planning questions everyone should consider

Retirement & Estate Planning

The inflation-protection benefits of deferred Social Security

Retirement & Estate Planning

Should I consider a phased retirement?

Home & Mortgage

The downside of buying real estate with your IRA

Retirement & Estate Planning

How can I maximize my Social Security benefits?

Market Insights

February Market Insights

Workplace Insights

Putting employees on the fast track to financial health