Orlando J. Ferrer
CFP®
Financial Advisor
My favorite part of my job is developing financial plans that help clients navigate their future in an informed way.
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Education &
Orlando Ferrer is a financial advisor based in our Lewes, Delaware, office. He works closely with individuals and families to build personalized strategies that help support long-term goals and informed decision-making.
As a CERTIFIED FINANCIAL PLANNER® professional, Orlando provides guidance across all areas of financial planning, including wealth transfer and philanthropy, proactive income and estate tax planning, retirement cash flow projections, retirement income structuring, insurance needs analyses, debt management, and education funding. He takes a disciplined, client-centered approach designed to help clients navigate complex financial decisions with clarity.
Before joining Savant, Orlando advanced through several roles at a global financial services firm, including investment associate, senior investment associate, and associate portfolio advisor. His background supports a practical, detail-oriented approach to planning and portfolio support.
Orlando earned a bachelor’s degree in finance from Florida Gulf Coast University. When not in the office, he enjoys traveling.
Education &
Designations
- Florida Gulf Coast University
Bachelor of Science in Finance - CERTIFIED FINANCIAL PLANNER® professional
Certified Financial Planner Board of Standards Center for Financial Planning, Inc. owns and licenses the certification marks CFP®, CERTIFIED FINANCIAL PLANNER®, and CFP® (with plaque design) in the United States to Certified Financial Planner Board of Standards, Inc., which authorizes individuals who successfully complete the organization's initial and ongoing certification requirements to use the certification marks.