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Rick Ferri
Financial Analyst, Investment Adviser, Industry Consultant, Author, Speaker & Entrepreneur at


Rick Ferri, CFA, is a financial analyst, investment advisor, industry consultant, author, speaker and entrepreneur. He founded Portfolio Solutions, a $1.5 billion advisory firm, authored six books on low-cost investing, and published hundreds of articles on a range of investment topics. Ferri has an M.S. in finance from Walsh College.

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Agenda Sessions

  • Effectively Transfer Wealth & Retain Assets