Joe Ferreira, CFP®, CPWA®
WCF Role
Executive Team
Advisory Services: Advisor
This email address is being protected from spambots. You need JavaScript enabled to view it. This email address is being protected from spambots. You need JavaScript enabled to view it.
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.