Shelley Ferro, CFP®, EA , is the founder of Ferro Financial, L.L.C
Ms. Ferro is a graduate of Loyola University New Orleans where she majored in finance and received a bachelor of business degree.
"Planning Today For The Life You'll Live Tomorrow "
Ms. Ferro has been in the financial services field for over 25 years. For over 13 years, Ms. Ferro has been providing financial planning and investment advisory services to families and individuals interested in working with an objective credentialed advisor
Prior to starting her own firm, Ms. Ferro worked for some of the largest financial firms in the industry. Ms. Ferro worked with Charles Schwab and Smith Barney as a financial advisor. Ms. Ferro worked with clients to set up proper allocations in their portfolios and developed financial plans for her clients. Ms. Ferro also worked served as a Senior Consultant with Mutual of America advising corporate clients on retirement plan solutions for their employees, and working with individual employees to develop asset allocation inside their employer's retirement plan.
Ms. Ferro has been actively involved in the financial planning community, and believes in giving back.
In July of 2006, Ms. Ferro was admitted to the Paladin Registry. She was awarded Paladin's Five Star quality designation. This is awarded to planners and advisors that rank in the top 10% of their profession.
In 2008 Ms. Ferro was appointed by Governor Bobby Jindal to serve on the Board of Directors of the Louisiana Economic Development Corporation. Ms. Ferro served a 4 year board term.
Ms. Ferro is the Past-President of the Greater New Orleans Financial Planning Association. She is Past-President of the local chapter of The National Association of Woman Business Owners, and is a member of the National Association of Personal Financial Advisors. (NAPFA)
Ms. Ferro holds two professional credentials. Ms. Ferro earned the prestigious CERTIFIED FINANCIAL PLANNER™ designation and believes in using a comprehensive financial planning module in working with her clients. CERTIFIED FINANCIAL PLANNER'S™ are required to take 60 hours of continuing education credit every two years. Ms. Ferro has held this credential for over 10 years.
Ms. Ferro has also holds the ENROLLED AGENT designation which is issued by the Department of Treasury. Enrolled agents, Tax attorneys, and CPA's are the only professionals that can represent clients in issues before the US tax courts. Enrolled agents must take 24 hours of continuing education credit every year.