Rick Ferri
| Rick Ferri | |
|---|---|
 Photo by Paul (sddiehard) | |
| Nationality | American |
| Alma mater | Walsh College |
| Occupation | Retired founder of a registered investment adviser (RIA) firm |
| Notable work |
All About Asset Allocation, The Power of Passive Investing |
Rick Ferri is a Bogleheads® reading list author.
My career in the investment adviser industry offers a remarkable history of empowering people to achieve ambitious goals with passive investments. In 1999, I founded a Registered Investment Adviser (RIA) firm. Prior to that, I gained 10 years of experience as an adviser in the brokerage industry where I was an early adopter of index funds and ETFs. I became a champion for low fee investing in the RIA industry. Dedicated to sharing best practices while leveraging in depth knowledge of markets, strategies, and portfolio growth techniques.
A few notable achievements include:
- I hold a Master of Science in Finance from Walsh College and I'm a CFA Charterholder.
- I have authored 6 books and hundreds of articles on investing.
- Became a Forbes.com and Wall Street Journal columnist.
- Coauthored a white paper that won the S&P Dow Jones Indices' 3rd Annual SPIVA Award for a research report.
Now I spend my time traveling and writing. Thank you all!
— Rick Ferri
Books
- All About Index Funds: The Easy Way to Get Started (Google books or Amazon.com)
- All About Asset Allocation (Amazon.com)
- Bogleheads' Guide to Retirement Planning, Rick Ferri is a co-editor of this Bogleheads community-authored book (Google books, ISBN 978047045557-9, or Amazon.com)
- The ETF Book: All You Need to Know About Exchange-Traded Funds (Google books or Amazon.com)
- The Power of Passive Investing: More Wealth with Less Work (ISBN 978-0470592205 or Amazon.com)
- Protecting Your Wealth In Good Times and Bad (Google books (temporarily out of print) or Amazon.com Kindle)
- Serious Money: Straight Talk about Investing for Retirement (Free download)[1]
Bogleheads.org is an Amazon Associate and may earn from qualifying purchases made through Amazon.com.
Podcast
Bogleheads on Investing podcast
RSS feed
Episode 024: Dr. Wade Pfau, host Rick Ferri (31 July 2020)
Wade D. Pfau, Ph.D., CFA, RICP, is the program director of the Retirement Income Certified Professional designation and a Professor of Retirement Income at The American College of Financial Serv...
Episode 023: Dr. Burton Malkiel, host Rick Ferri (03 July 2020)
Burton Gordon Malkiel is an American economist and writer, most famous for his classic finance book...
Episode 022: Dr. Ed Yardeni, host Rick Ferri (01 June 2020)
Dr. Ed Yardeni is a long-time veteran of the investment industry and the President of Yardeni Resear...
Episode 021: Larry Siegel, host Rick Ferri (01 May 2020)
Laurence B. Siegel is the director of research at the CFA Institute Research Foundati...
Episode 020: Jeff Levine, CPA/CFP, host Rick Ferri (01 April 2020)
Jeff Levine is a Certified Public Accountant, Certified Financial Planner, financial adviser, and a complete tax nerd. He is the...
This podcast is also available on iTunes, Stitcher, and Google Play Music (login required).
Video
Rick Ferri discusses his book, The Power of Passive Investing, with Morningstar.
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 Ferri: The Power of Passive Investing
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References
- ↑ Bogleheads® forum topic: "Serious Money" book - Free download, Rick Ferri. Apr 14, 2019
External links
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