Denise Ferrari has been working as a professional in the financial services industry since 1978. Denise has extensive experience in comprehensive financial and estate planning. She has passed the FINRA Series 7, 63, 65, 24 and 26 exams, is a Life and Disability Insurance Agent, and holds the CLTC (Certified in Long Term Care) designation. Ms. Ferrari is a graduate of the California Polytechnic University – San Luis Obispo with a Bachelor of Science degree in Business Administration. She completed the Consumer Bankers Association Graduate School of Retail Bank Management at the University of Virginia in 1993. After attending UCLA’s required course in 2001, she received the professional designation in Personal Financial Planning. Ms. Ferrari earned the CERTIFIED FINANCIAL PLANNER™ certification from the CFP Board of Standards in 2001.
Starting in high school in the mail room, Denise was with Bank of America for 30 years. At the Executive level, she was instrumental in starting the Premier Banking Group there. She worked with their top tiered clients as a financial advisor before joining Arxis Wealth Management as an independent planner. Ms. Ferrari has been working exclusively with Arxis Financial, Inc. and Arxis Technology, Inc. clients under Arxis Wealth Management, LLC for over ten years.