Anthony Ferreira (CFP®)

Planning Specialties

Anthony G. Ferreira is a CERTIFIED FINANCIAL PLANNER™ practitioner with Oncubic, LLC. He launched his career after graduating from San Diego State University with a BS in Financial Services. His expertise covers the areas of estate planning, tax efficient investment strategies, retirement planning, portfolio management, risk management, and benefits planning. In addition to his planning portfolio design and trading responsibilities at the firm, Anthony is also the Chief Compliance Officer and is responsible for office management and technology development and deployment.

Anthony is a member of the Financial Planning Association of San Diego and has served on the committee for the Director of Communications.

As a native San Diegan, Anthony has volunteered in community improvement projects such as CAN - Committed Active Neighbors and others. As a professional, he provides exceptional service by delivering unbiased, personalized financial advice and comprehensive plans to clients

NAPFA Start Date

November 13, 2013


This Office

888 Prospect St Ste 200 La Jolla, CA 92037-4261 Phone: (800) 620-4232