Ms. Ferro is a graduate of Loyola University New Orleans where she majored in finance and received a bachelor of business degree.
Ms. Ferro holds several 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’® 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 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.
Ms. Ferro is a Certified Money Coach® This designation is issued by the Money Coach Institute. This program uncovers clients’ beliefs about money to encourage productive lifetime money skills and behavior.
Ms. Ferro is a member of the National Association of Personal Financial Advisors. (NAPFA) NAPFA is the premiere association for Fee-Only, Fiduciary Advisors and upholds the highest standards for membership of any other planning association. NAPFA requires the following of its members: