Anthony Ferreira, CFP®

A FINANCIAL PLANNER WITH HEART

Anthony manages the tricky side of finance for his clients so that they can focus on what matters most to them. A partner and original member of the WorthPointe team, he works primarily with high net worth individuals and families, concentrating in estate planning, tax efficient investment strategies, retirement planning, portfolio management, risk management, and benefits planning. By entrusting immediate and long-term financial strategies to Anthony, his clients know that they’re receiving the highest level of boutique, comprehensive care fortified by seasoned experience. He works closely with every person who partners with him for financial security, creating a customized approach to every situation that caters to their particular needs.

A proud CERTIFIED FINANCIAL PLANNER™ practitioner, Anthony has been working in the finance world for years. He’s a current a member of the National Association of Personal Financial Advisors (NAPFA) and a past member of the Financial Planning Association of San Diego, where he served on the committee for the Director of Communications. He holds a B.S. in Financial Services from San Diego State University.

Outside of the office, you may find Anthony out and about the town and trails, cycling, swimming, or hiking with his wife and three boys. He also enjoys following financial and tech podcasts and services to keep current on the latest trends and thinking in his field.