Partner, Financial Planner

Anthony G. Ferreira is a partner and original member of WorthPointe and provides comprehensive wealth management for his clients. Anthony 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. This allows his clients to spend their time focusing on what matters most to them.

A CERTIFIED FINANCIAL PLANNER™ (CFP®) practitioner, Mr. Ferreira is a past member of the Financial Planning Association of San Diego and has served on the committee for the Director of Communications. He is also a member of the National Association of Personal Financial Advisors (NAPFA). Anthony graduated from San Diego State University with a B.S. in Financial Services.

As a professional, Anthony provides exceptional service by delivering unbiased, personalized financial advice and comprehensive plans to clients. When he is not helping his clients, he enjoys cycling, swimming, and hiking with his wife and three boys. He also enjoys keeping up with the financial and technology world, following several financial and tech podcasts and news services.

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