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Home > Financial Planner Directory > California > Campbell > Derek B. Ferriera, CFP®,ChFC,CLU,REBC
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Derek B. Ferriera, CFP®,ChFC,CLU,REBC

C-Solutions/Lincoln

2105 S Bascom Ave
Suite 300
Campbell, CA 95037
Phone: (408) 879-4211
Fax: (408) 559-1620

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Household Income Minimum: $200,000
Investable Asset Minimum: $250,000

Specialties
  • Budget & Debt Management
  • Comprehensive Financial Planning
  • Attending College
  • Charitable & Planned Giving
  • Investment Management
  • Estate Planning
  • Insurance
  • Retirement
  • Long-term Care

 

How Planner Charges

I will provide a free initial consultation to prospective clients so we may determine if their needs and my practice are well-matched.