Broker Check
Ricardo J. Ferreira, CMFC®

Ricardo J. Ferreira, CMFC®

FOUNDING PARTNER, PORTFOLIO MANAGER

Ricardo J. Ferreira is 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. His passion for finance and talent for analyzing and finding solutions to complex situations, lead him to pursue a bachelor’s degree in economics at Liberty University, and seek a position with Prudential Financial where he met Charlie McNamara, III and Phil Rosenau. Ricardo later partnered with Charlie and Phil to form Paragon Wealth Management, where he is currently responsible for the firm’s investment strategies.

Ricardo is married to Tina, owner of Main Street Accounting & Tax, since 2007, and is a proud father to two children. Ricardo appreciates spending time with family 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.