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Mary Ann Ferreira, CFP®, CDFA™, AIF®
Director – Wealth Management
My passion is to create a positive client experience, especially for women and their families in the Pacific Northwest. Whether it is marriage, divorce, widowhood, inheritance or that first stock option grant, I strive to provide my clients with financial peace of mind by listening to their goals and understanding their unique needs, values and risk tolerance.
As a mother of a young adult with special needs, I recognize the financial planning challenges faced by families with special needs children. I take great pride in helping families quantify and plan for current and future needs. For families with special needs, financial planning is not an option…it is a necessity.
With over 25 years of experience in the financial industry, and my previous experience as a Founding Member and Partner of a consulting firm for mortgage companies and savings and loans, I have the experience to understand the busy lives of businesswomen and give them the essential support to enable them to reach their potential.
I am a Certified Financial Planner™ practitioner, a Certified Divorce Financial Analyst™ and an Accredited Investment Fiduciary®. Also, I have been named a “Five Star Wealth Manager, Best in Client Satisfaction” by Seattle Magazine for 2012, 2013, 2014, 2015, and 2016.
In addition, I am a Board Member for Beyond Disabilities which is a disability awareness non-profit created by my son, Steven, who was born with cerebral palsy. Steven speaks to various groups about what it’s like to live a disabled life. I am also a Board Member for the Seattle Wheelchair Rugby Association which sponsors the Seattle Slam wheel chair rugby team and Chairman of the Supportive Services Committee for Imagine Housing. Imagine Housing develops affordable rental homes for the lowest income families in our community and supports their efforts to lead more successful lives.