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 recent interview with him.

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

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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WorthPointe Named Among Top Financial Advisors in San Diego for Second Year in a Row

March 14, 2018 - “As a boutique San Diego financial advisory firm, WorthPointe provides clients with the benefit of expertly tailored and customized advice.” - AdvisoryHQ We’ve made one of AdvisoryHQ’s lists for the second year in a row in San Diego. WorthPointe has...
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Stock Market Plunge: What’s Going On?

February 6, 2018 - By now, you have probably seen the news that the stock market is taking a dip. There is a lot of information coming at us fast as we watch to see what happens next. We are here to answer a...
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Five Key Concepts for Financial Success

December 13, 2017 - The following blog post is an excerpt of the WorthPointe e-book, The Informed Investor. We created The Informed Investor to show you a Nobel Prize–winning approach crafted to optimize your investment portfolio over time. We have designed it specifically to...
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