V. Raymond Ferrara

Founder and Executive Chair

CFP®

ProVise Management Group, LLC300 Park Place Blvd, Ste 210, Clearwater, FL 33759

My Approach

Financial planning isn't one-size-fits-all. I specialize in helping individuals and families navigate the complex financial crossroads of life, focusing heavily on these unique groups and the major moments that define their journeys.

The Clients I Serve

Business Owners, Executives, Millennials & GenZ, Philanthropists, Physicians & Healthcare, Pre-Retiree, Retirees or Seniors, Single Parent, Women & Female Leaders, Working in Retirement

Major Milestones I Specialize In

Caregiving for Aging Relatives, Death in the Family, Divorce Planning, Early Retirement or Financial Independence, End of Life and Legacy Planning, Retirement Planning, Sudden Wealth or Inheritance, Widowhood

Our 7 Steps to Financial Planning

Certified Financial Planners have a proven blueprint for success—but your planner builds it entirely around you.

Summarized from the CFP® Board's Practice Standards. cfp.net

My Process

I have been practicing for 55 years and in 1986 formed ProVise Management Group, LLC. Today, we are serving about 1,100 clients in over 30 states and managing approximately $2.1 billion. We lead with financial planning and see investment management as a subset of the plan itself. I have served on the Board of Directors for the Institute of Certified Financial Planners, was a founding director of the Financial Planning Association and the CFP Board (Chair 2014). I am the host of the financial podcast "Up Your Assets". We are accepting new clients. Thank you for your consideration.

Disclosures

This material is provided for informational purposes only and does not constitute investment, tax, or legal advice. It is not a recommendation or solicitation to buy or sell any security, insurance product, or investment strategy. Past performance does not guarantee future results. All investing involves risk, including the possible loss of principal. Tax and legal matters are outside the scope of this engagement; consult your attorney, accountant, and other qualified professionals before making financial decisions. Additional information about this financial professional, including registration status and disciplinary history, is available through FINRA BrokerCheck and the SEC Investment Adviser Public Disclosure website.