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Joe Ferreira, CFP®, CPWA®

Executive Team, Advisory Services: Advisor

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

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.