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Tomás Ferreira

CFP, retirement drawdown, 11 years

New to the roster
  • Finance
  • Retirement

About

Sequencing withdrawals, Roth conversions, and whether the annuity somebody is selling you does anything a bond ladder would not. I do not sell products.
0
Completed paid sessions
—
Average client rating
60m
Standard session length

Verified credentials

Verification is earned, not claimed

  • CFP® certificant #142887

    Certification verified with Certified Financial Planner Board of Standards, August 2026

Reviews

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Cancellation
Free until 24 hours before the start. Inside 2 hours, 50% of the fee is refunded.
How you meet
Every session runs on Google Meet. The link and a calendar invite arrive as soon as payment clears.
If it goes wrong
A no-show is refunded in full. Report it within 24 hours and the funds are released back to you rather than to the Xpert.