James Ferreira is a seasoned CFP® with a decade of expertise in the financial planning industry. With a passion for helping clients navigate the complex world of wealth management, James is committed to providing personalized financial solutions tailored to each client’s unique goals and aspirations.
James was educated at Rhodes University where he obtained a Master of Commerce Degree in Financial Management that focused on fund performance and analysis. While working, James furthered his knowledge by obtaining a Post Graduate Diploma in Financial Planning from the University of the Free State and the CFP® designation through the Financial Planning Institute (FPI).
Beyond his professional achievements, James finds joy in pursuing his passions inside and outside of the office. When he’s not immersed in financial planning, you’ll likely find him on the golf course, honing his skills and enjoying the challenge of the game. He also cherishes moments spent in the bush, enjoying the calmness of immersing himself in nature and appreciating the wonders of wildlife.
But above all, James values the importance of family and friendships. He treasures the time spent with loved ones, as it brings balance and fulfillment to his life. This deep connection fuels his dedication to building lasting relationships with clients, always prioritizing their financial well-being and empowering them to make informed decisions.
With James as your trusted advisor, you can expect a wealth management experience that combines expertise, passion, and a personal touch. He will work tirelessly to understand your financial objectives and guide you on a path toward financial success.
