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RICARDO J. FERREIRA, CMFC®

PORTFOLIO & PLANNING STRATEGIST
(215) 348-3219

  

Ricardo J. Ferreira is a decorated US Navy Veteran who began his career as a project manager in the construction industry. In 2009 his passion for finance and talent for both analyzing and finding solutions to complex situations lead him to seek a position with The Prudential Insurance Company of America. In addition to his position as a representative he was appointed to lead monthly investment study groups, where he lead teams in identifying potential market pitfalls relevant to long-term strategies, in order to generate a forecast for existing and future market conditions. Ricardo’s outstanding ability to quickly and accurately calculate a quantifiable range of options while integrating a number of factors is what makes him an invaluable asset to the team. Ricardo also takes pride in his ability to mentor new employees and encourage others succeed.

Ricardo understands that knowledge of the latest revelations in the financial industry is a key factor in providing experienced advice, and consistently keeps his Chartered Mutual Fund Counselor (CMFC®) designation current.

Ricardo married his wife, Tina, in 2007 and is a loving father to two children. Ricardo appreciates spending time with family and getting involved in community events. He takes pride in being involved in a multitude of church activities and is fluent in Portuguese. On the weekends you can usually find him competing in a local 5k or obstacle course run.