about the author: Anthony G. Ferreira CFP®

anothony640x640Anthony G. Ferreira CFP® specializes in wealth management for high net worth individuals and families with concentration in estate planning, tax efficient investment strategies, retirement planning, portfolio management, risk management, and benefits planning. Learn more and/or Contact Anthony

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Other articles filed under San Diego CFP Team Posts

Can The Lottery Ruin Your Life?

August 6, 2018 - “For most people who win the lottery, it actual ruins their life.” Charles Stanley has decades of financial planning experience. He’s seen a little bit of everything when it comes to personal finance. Wealth building is a mindset that is...
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Trust Basics

August 2, 2018 - Lots of people talk about trusts and while there are multiple reasons why you may want to consider setting one up, understanding exactly what a trust is and does isn’t always clear. Our own Charles L. Stanley, WorthPointe Partner and...
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Built for Collaboration

July 19, 2018 - 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...
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Launching a Career as a Financial Planner

July 2, 2018 - 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,...
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How WorthPointe Got Its Start

June 5, 2018 - 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...
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