Your relationship with your financial advisor is built on trust. What do you know about the person doing your financial planning? Ricardo Ferreira became a financial advisor by accident—but stayed in the business because he loves his job. Watch this quick video to hear him share his story.
About Ricardo
Ricardo J. Ferreira is Founding Partner and Portfolio Manager at Paragon Wealth Management, a financial services firm based in Doylestown, Pennsylvania, dedicated to professionally supporting, educating, and providing informed direction to each and every client. Responsible for the firm’s investment strategies, Ricardo has a passion for finance and a talent for analyzing and finding solutions to complex situations. He thrives off simplifying his clients’ finances, creating a plan toward their goals, and he never takes their trust in him for granted.
After Ricardo received his bachelor’s degree in economics from Liberty University, he took a position with Prudential Financial, where he met Charlie McNamara, III and Phil Rosenau, with whom he would later partner to form Paragon Wealth Management. Ricardo is also a decorated U.S. Navy Veteran who spent his service time at N.A.E.S. Lakehurst and the USS George Washington working in aviation support.
Outside of work, Ricardo enjoys spending time with his wife, Tina (owner of Main Street Accounting & Tax since 2007) and his two children, often participating in community events. He takes pride in being involved at St. Jude Parish in Chalfont, where he is active in the parish finance council and other ministries. On the weekends you can usually find him competing in a local 5k or trail race. To learn more about Ricardo, connect with him on LinkedIn.