Joe Ferreira, CFP®, CPWA®
WCF Role
Executive Team
Advisory Services: Advisor
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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.
LOS ANGELES 