Orlando Ferraro
Managing Partner, Financial Planner, Investment Advisor Representative
I believe strong relationships are the core of good financial guidance. I focus on providing the education, security, and confidence my clients need to make informed decisions. I offer straightforward, objective advice tailored to each client’s goals while upholding the independence of our firm.
I have been securities registered since 2006 and hold my Series 7, 63, and 65 registrations, along with life and health insurance licenses. This allows me to provide comprehensive financial planning for retirees, pre-retirees, business owners, and families in all stages of life. I work to align each part of a client’s financial picture into a clear, intentional, and purposeful plan.
Outside of work, I spend most of my time with my wife, Julie, and our two sons, Braxton and Colton. Julie and I met at Washington State University, and we continue to support all things WSU. Julie and I are proud that Braxton now attends WSU, continuing the family tradition. I also enjoy golfing, attending Colton’s sporting events, and cheering on the Seattle Seahawks. Most importantly, I value time with family and friends.