"Planning Today For The Life You'll Live Tomorrow "
Shelley Ferro, CFP®, EA , is the founder and President 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.
Ms. Ferro has been in the financial services field for over 25 years. For 19 of those years, Ms. Ferro has provided 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. She worked with clients to set up proper allocations in their portfolios and developed financial plans for her clients. As a Senior Consultant with Mutual of America, Shelley advised corporate clients on retirement plan solutions for their employees, and worked with individual employees to develop asset allocations inside their employer's retirement plan.
Ms. Ferro has been actively involved in financial planning, the 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 who 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 Women 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 15 years.
Ms. Ferro has also holds the ENROLLED AGENT designation which is issued by the Department of Treasury. Enrolled agents, Tax attorneys, and CPAs 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.
GIVING BACK -
Ms. Ferro has been an active volunteer and has a history of giving back to the community. She has served on the board of several non-profits organizations and is a past board member and officer of Rotary Club of Metairie. Ms. Ferro serves on the investment committee for Girl Scouts Louisianan East. Ms. Ferro is a present member of the Rotary Club of Baton Rouge. Rotary International has volunteers in over 200 countries and is committed to making a difference in their local communities.
Ms. Ferro was selected as a 2016 Money Maker by Citibusiness Newspaper. Click here to read article.
Ms. Ferro has been a recepient of the REAL Financial Professional Badge for her dedication to continuing education in the field.
Ms. Ferro is a CERTIFIED FINNCIAL PLANNER (TM) Click here to view certificate. Ms. Ferro appeared in New Orleans Magazine in the "Women of Influence" Section in July 2019. Click here to read article