John K. Ferry, CWS ®, RICP®, CPFA, AIF®
Co-Founder and Executive Vice President, Certified Wealth Strategist ®, Retirement Income Certified Professional®, Certified Plan Fiduciary Advisor, Accredited Investment Fiduciary ®
John is a graduate of Seton Hall University, where he earned a Bachelor of Science in Business Administration with a concentration in Marketing. He is a Financial Advisor offering Securities through Cetera Advisors LLC (doing insurance business in CA as CFGA Insurance Agency LLC, CA License #0I32305), Member FINRA/SIPC. Advisory Services are offered through Cetera Investment Advisers LLC, a registered investment adviser. Cetera is under separate ownership from any other named entity. John holds Series 7 & 66 securities registrations, as well as Life, Accident and Health Insurance licenses (CA Insurance Lic. #0I13642).
With a career built on forming lifelong client relationships, John specializes in serving medical professionals, business owners, and individuals seeking comprehensive wealth management and business retirement plan solutions. His practice is centered on helping clients pursue, achieve, and preserve long-term financial success by developing, implementing, and monitoring strategies designed to grow, protect, and transfer wealth across generations.
John takes a holistic approach to financial planning — going beyond investments to help clients navigate an ever-evolving financial landscape. His philosophy is grounded in anticipating and identifying financial challenges on the horizon, empowering clients to plan proactively for today, tomorrow, and beyond.
John holds four distinguished professional designations. As a Certified Wealth Strategist® (CWS®), a designation awarded to advisors who have completed a rigorous program of study addressing the complex wealth management issues facing clients today. Together, these credentials reflect John’s deep commitment to technical excellence, fiduciary standards, and client-centered practice management. As a Retirement Income Certified Professional® (RICP®), John has completed an advanced program of study focused on retirement income planning, equipping him to help clients develop sustainable income strategies, navigate Social Security and Medicare decisions, and address the full spectrum of retirement planning challenges. As a Certified Plan Fiduciary Advisor (CPFA) — a designation developed by the National Association of Plan Advisors (NAPA) Retirement Plan Academy — he has demonstrated the expertise required to act as a plan fiduciary and guide fellow fiduciaries in their management roles and responsibilities. As an Accredited Investment Fiduciary® (AIF®), John has completed specialized training focused on a prudent process for investment management and fiduciary responsibility, affirming his commitment to always acting in his clients’ best interests.
Outside the office, John enjoys traveling, boating, cycling, and hiking. He is an avid fly tier and fisherman and finds equal enjoyment in gardening and spending quality time with family and friends.