Jul
19

Built for Collaboration

posted on July 19th 2018 in San Diego CFP Team Posts with 0 Comments

WorthPointe is unique for many reasons and one of them is for its collaborative business model. Similar to a law practice, our financial planners and staff work towards the same common goal. Learn more about how our business model stands out from San Diego Partner and Financial Planner, Anthony G. Ferreira.

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Jul
02

Launching a Career as a Financial Planner

posted on July 2nd 2018 in San Diego CFP Team Posts with 0 Comments

Becoming a CERTIFIED FINANCIAL PLANNER™ professional takes a great deal of dedication, education, and experience, so we asked our Partner and Financial Planner, Anthony to share his motivation for wanting to become a financial advisor in the first place. Unsurprisingly, his interest started at a very young age. Learn more about his journey in our […]

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Jun
05

How WorthPointe Got Its Start

posted on June 5th 2018 in San Diego CFP Team Posts with 0 Comments

Having been established over 15 years ago, WorthPointe’s continues to grow from three original yet fundamental beliefs: start from the heart, do the hard work, and put the client first. Anthony G. Ferreira, WorthPointe Partner and Financial Planner, shares these insights from WorthPointe’s early days in a recent video interview.

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