Derek B. Ferriera,  CFP<sup>&reg;</sup> - Financial Advisor

Derek B. Ferriera, CFP®

ChFC,CLU,REBC

C-Solutions/Lincoln

2105 S Bascom Ave, Suite 300
Campbell, CA 95037
(408) 879-4211

General

Derek Ferriera is a CERTIFIED FINANCIAL PLANNER™ professional and member of the Financial Planning Association. Serving clients at C-Solutions/Lincoln in Campbell, CA and the surrounding communities.

Financial Advisor Certifications

Securities Registrations or Exam Qualifications

7, 63, 65

Designations & Certifications

  • CERTIFIED FINANCIAL PLANNER™ (CFP®)
  • Chartered Financial Consultant (ChFC®)
  • Other - REBC, CFS, CLU

Insurance Licenses

  • Life insurance: CA,TX,VA,AZ
  • Health/disability insurance: CA,TX,VA,AZ
  • Fixed annuities: CA,TX,VA,AZ
  • Variable annuities: CA,TX,VA,AZ

Financial Advisor's Specialties

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

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Helpful Financial Planning Resources