Our Team

Michael Ferrera Sr. Investment AdvisorMichael Ferrera Sr. is the President and Chief Executive Officer of Ferrera Financial Services. Michael has practiced as a professional financial advisor for 18 consecutive years. He graduated from Pasadena City College with a degree in Business Management. With his start at Independent Capital Management, Michael Sr. has hired, trained and managed other financial advisors in starting and building their careers. He is a Registered Financial Consultant and a member of the International Association of Registered Financial Consultants (IARFC). Michael is a Registered Representative, a Registered Principal with SagePoint Financial, Inc. and an Investment Advisor Representative. Michael is a Estate Planner with both Citadel Law Offices and United Wealth Protection Concepts. Michael Ferrera Sr. resides in Fontana, California with his wonderful wife Christine Ferrera. 

*Securities offered through SagePoint Financial Inc. member FINRA/SIPC. Investment advisory and insurance services offered through Independent Capital Management (ICM), a registered investment advisor not affiliated with SagePoint Financial, Inc.

Michael Ferrera Jr. is Vice President of Marketing & Operations at Ferrera Financial Services. Michael Jr. is a graduate of UC Riverside with a Bachelor degree in Economics. Michael Jr. has practiced consecutively for nine year with SagePoint Financial Inc. Michael Jr. holds a Series 7, 24, 63 and California Life License. Michael Jr. also holds a series 66 license qualifying him as an Investment Advisor Representative. In his specialty of estate planning and wealth transfer, Michael Jr. is a Estate Planning Paralegal with The Citadel Law Offices Located in Orange County and Beverly Hills California.

With the continuous growth of his custom clothing company, Michael Jr. only adds a dozen new clients to his book of business every year. With a niche group of new clients consisting of business owners and professional athletes, Michael is able to offer more attention to the growth of his privately held company Michael Ferrera Custom Clothing while servicing existing clientele.

In addition to the his work environment Michael Jr. is an energetic and adventurous gentleman who appreciates the privilege of working with his father Michael Ferrera. The strong foundational knowledge Michael Ferrera Sr. offered while training, Michael Jr. specifically contributes innovative financial planning ideas towards accomplishing client's financial solutions.

*Securities offered through SagePoint Financial Inc., member FINRA/SIPC. Insurance services offered through Independent Capital Management (ICM), who is not affiliated with SagePoint Financial, Inc.