Shelley Ferro (CFP®, EA)

Shelley Ferro focuses in the
following client markets or areas of practice:

  • Generation X
  • Investment Advice with Ongoing Management
  • Medical Professionals
  • Retirement Plan Investment Advice
  • Retirement Planning & Distribution Rules
  • Women's Financial Planning Issues

Planning Specialties

Ferro Financial is one of most tenured NAPFA member in the state of Louisiana and has have a long history of working side by side with our clients as their fiduciary advisor.

Our work focuses on the planning needs of woman and couples 40 years and older and their desire to build balanced wealth and financial security. Our approach combines comprehensive financial planning and investment management.

We specialize in building low cost, tax efficient, globally diversified portfolios and are passionate about getting our clients the returns of the market. Making market predictions that comes with short term trading strategies is not part of our approach. Rather, our long-term outlook and disciplined strategies are academic based and uses financial science to achieve market efficiencies.

Additional Information

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.

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, Ms. Ferro 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 enjoys an active lifestyle of travel, healthy living and playing music. She is an advocate of rescue animals and her two pets enjoy a healthy lifestyle as well.

NAPFA Start Date

August 30, 2006

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This Office

2121 N Causeway Blvd Ste 158 Metairie, LA 70001-2859 Phone: (504) 324-9217

Other Offices

8550 United Plaza Blvd Ste 702 Baton Rouge, LA 70809-0200 Phone: 225-308-4554 Fax: 504-910-8341