Stephanie Ferreira CFA® CFP®
Director and Financial Planning Specialist
Stephanie is a CERTIFIED FINANCIAL PLANNER® and CFA® Charterholder who believes a well-crafted plan reduces stress and improves quality of life. Whether it’s giving clients permission to enjoy their wealth or helping them get back on track, she guides them through the complex emotions tied to money to define what true wealth means. Steph is married and enjoys gym, golf, and spending time with friends and family. She lives by Zig Ziglar’s words: “If you aim at nothing, you will hit it every time.”