Anthony Ferreira, CFP®

Anthony is a Partner, Senior Wealth Advisor based in the Beacon Pointe San Diego, CA office. He works with successful individuals and families, helping them navigate complex financial matters so they can focus on what matters most in their lives. Anthony provides personalized, comprehensive guidance across estate planning, tax-efficient investment strategies, retirement planning, portfolio management, risk management, and benefits planning. He works closely with each client to understand their individual circumstances and develop coordinated strategies that address both immediate needs and long-term financial goals.

Prior to joining Beacon Pointe through the 2026 acquisition of WorthPointe, Anthony was a Partner and an original member of the WorthPointe team, where he delivered customized wealth management solutions to individuals and families. Anthony earned a Bachelor of Science degree in Financial Services from San Diego State University and is a CERTIFIED FINANCIAL PLANNER® professional. He is also a past member of the Financial Planning Association of San Diego, where he served on the organization’s communications committee. Outside the office, Anthony is an avid cheerleader for his sons’ water polo games. He enjoys cycling, swimming, and hiking with his wife and three sons, and follows financial and technology podcasts to stay current on emerging trends and perspectives in his field.