Mary Ferreira's Location
Bothell, Washington, United States
Mary Ferreira's Work
- Financial Advisor @ Viridian Investments
- Director - Wealth Management @ Appropriate Balance Financial Services, Inc.
- Institutional Sales @ Drexel Burnham
- Vice President @ Tuttle & Co.
Mary Ferreira's Education
- University of California, Berkeley
Personal Financial Planning
1984 - 1987 - College for Financial Planning
CFP Certification Professional Education Program (Financial Planning and Services)
2003 - 2006
Mary Ferreira's Skills
- Comprehensive Financial Planning
- Wealth Management
- Asset Allocation
- Investment Advisory
- Retirement Planning
- Divorce Planning
- 401k Rollovers
- Special Needs Planning
- Financial Planning
- Investments
Mary Ferreira's Summary
Mary Ferreira, based in Bothell, Washington, United States, is currently a Financial Advisor at Viridian Advisors - Part of Edelman Financial Engines, bringing experience from previous roles at Appropriate Balance Financial Services, Inc., Drexel Burnham and Tuttle & Co.. Mary Ferreira holds a 1984 - 1987 Personal Financial Planning @ University of California, Berkeley. With a robust skill set that includes Comprehensive Financial Planning, Wealth Management, Asset Allocation, Investment Advisory, Retirement Planning and more, Mary Ferreira contributes valuable insights to the industry. Mary Ferreira has 2 emails on RocketReach.
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Wealth Management Advisor at Viridian Investments
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