Rick Ferri
From Bogleheads
| 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 (Amazon.com)
Any purchases made at Amazon.com will result in a small referral fee for us. It does not cost you anything extra.
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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