Shelley Ferro (CFP®)
Shelley Ferro focuses in the
following client markets or areas of practice:
- Baby Boomers
- Business Owners
- Generation X
- Investment Advice with Ongoing Management
- Retirement Plan Investment Advice
- Retirement Planning & Distribution Rules
- Baby Boomers
- Business Owners
- Generation X
- Investment Advice with Ongoing Management
- Retirement Plan Investment Advice
- Retirement Planning & Distribution Rules
Planning Specialties
Ms. Ferro and the Hassell Wealth Management team offer a broad range of financial planning and investment management services designed to be delivered over time, as needed, throughout a client's life. These services include:
- Financial goal development
- Retirement planning
- Investment management
- Employer plan sponsor services
- Tax planning and management
- Employee benefits review and optimization
- Risk management
- Estate planning
- Charitable planning
- Higher education funding
- Special needs planning
Additional Information
Ms. Ferro is a graduate of Loyola University New Orleans, where she majored in finance and holds the prestigious CERTIFIED FINANCIAL PLANNER® designation. She believes in using a comprehensive financial planning module in working with her clients.
Ms. Ferro has been in the financial services profession for over 25 years and has provided financial planning and investment advisory services to families and individuals interested in working with an objective, credentialed advisor.
Ms. Ferro began her career as a financial advisor working for some of the largest investment advisory firms in the industry. She worked with clients to set up proper asset allocations in their portfolios and developed financial plans for her clients. Ms. Ferro also advised corporate clients on retirement plan solutions for their employees and worked with individual employees to develop an asset allocation strategy inside their employer’s retirement plan. After gaining industry experience, Ms. Ferro started a comprehensive financial planning and investment advisory firm, which she ran for 18 years. Her firm focused on helping families and individuals with their financial planning and investment advisory needs.
In 2024, she joined forces with Hassell Wealth Management to expand capabilities and continue serving clients with a team-based approach.
NAPFA Start Date
August 30, 2006
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