Back to All People

Client Advisory

Biography

Joe is a Partner and Practice Leader of the Santa Barbara office. He balances his management duties with time spent working directly with the firm’s clients. With over 15 years in wealth management, he specializes in working with executives of early stage companies; helping them understand their equity and make informed decisions based on their specific goals.

Prior to joining Cerity Partners, Joe was the Director of Advisory Services at West Coast Financial and served on the Investment and Executive Committees. In addition to serving clients as an advisor, Joe led a number of strategic initiatives across the firm.

Learn more about my practice.

Education

  • B.S. in Financial Mathematics and Statistics from the University of California Santa Barbara

Highlights

  • CERTIFIED FINANCIAL PLANNER®
  • Certified Private Wealth Advisor® (CPWA®)
  • Finance Committee Member at the Teddy Bear Cancer Foundation

Latest Insights

View All

Joe Ferreira and Sam Marshall and Jack Rabuck

Partner

Individuals and Families

Incentive Stock Options and the Alternative Minimum Tax Catch-22

Here’s why AMT can be problematic: If you exercise enough incentive stock options and continue to hold the stock from the options you exercised, you will likely generate a tax liability above your “normal” taxes. Learn more.

View All

Request an Introduction to Joe Ferreira

By clicking “Submit”, you acknowledge that we collect your name, email address and phone number to respond to your inquiries and provide you information about our products and services in accordance with our Privacy Policy. If you are a California resident, please see our CCPA Notice to California Residents.

Meet Our Client Advisory Colleagues

Your Introduction to a Trusted Financial Partner Awaits

Our Concierge Program offers a simple, personalized approach to finding your ideal financial advisor.

Schedule your complimentary 30-minute discovery call so we can understand your unique financial goals and match you with an advisor well suited to your needs.

Dustin Ribergaard's headshot

Dustin Ribergaard

Principal & Client Experience Director

Stephanie Bellisario's headshot

Stephanie Bellisario

Principal & Client Experience Director

Find your ideal financial advisor with our personalized Concierge Program.

Schedule a complimentary discovery call now:

Book Time Online Now

Book your meeting

This 30-minute call with me is designed to better understand your unique financial and life goals and match you with the advisor most well suited to help.

Looking forward to
speaking with you!

Dustin Ribergaard

Principal & Client Experience Director

Dustin Ribergaard's headshot

Thank you for your interest

Thank you for your interest in our financial services. We appreciate the opportunity to connect and learn about your financial goals. A representative will be in touch to discuss your financial needs.

Thank you for booking a meeting with us!

We look forward to connecting with you soon.

Here are some valuable insights to read before your meeting

James Lebenthal

Partner & Chief Market Strategist

Economic and Market Outlooks

Video: August 2026 Economic and Market Outlook

August 4, 2026 - In our August outlook, Partner and Chief Market Strategist Jim Lebenthal walks through why our view of the market remains positive despite key risks. We…

Individuals and Families

California’s 2026 Billionaire Tax: What Ultra-High-Net-Worth Families Need to Know—and Strategies You Can Still Use

August 11, 2026 - California has placed a one-time wealth tax before its voters. If you have a net worth approaching or exceeding $1 billion and any connection to…

James Lebenthal and Amita Schultes

Economic and Market Outlooks

Webinar Recording: Q3 2026 Market & Economic Outlook

July 24, 2026 - Join our Investment Office as they review key market trends from the second quarter and share their outlook for the remainder of the year. This…

Learn about our Privacy Policy

By submitting the form, you acknowledge that we collect your name, email address and phone number to respond to your inquiries and provide you information about our products and services in accordance with our Privacy Policy. If you are a California resident, please see our CCPA Notice to California Residents.