Joe Ferreira, CFP^®, CPWA^®

Education, Certifications & Credentials

• B.S. Financial Mathematics and Statistics, University of California, Santa Barbara
• Technology Entrepreneurship Certificate, University of California, Santa Barbara
• Certified Financial Planner® Professional
• Certified Private Wealth Advisor® Designee

Where I live
Santa Barbara

Originally from
South Lake Tahoe, California

Hobbies
Travel, playing soccer, learning new things, eating spicy and exotic foods

Favorite quote
“It is impossible for a man to learn what he thinks he already knows.” - Epictetus

Favorite food
I like trying new foods so hopefully the best one is yet to come…

Someone I admire
Nelson Mandela and Benjamin Franklin. Both of them were able to achieve so much for others under remarkably difficult circumstances.