Jack Ferra
Finance at Cal Poly San Luis Obispo
- Role
- Wealth Management Intern at Wealth Enhancement
- Location
- San Luis Obispo, CA, US
- LinkedIn followers
- 500 followers
About Jack Ferra
Finance student at Cal Poly San Luis Obispo with a passion for wealth management, investment strategy, and continuous learning. Currently gaining hands-on experience in financial planning and equity research through internships and student-led investment groups. Always exploring new ways to grow, both personally and professionally.Email me at j•••••@calpoly.edu to contact.
Experience
Wealth Management Intern
Jun 2025 — Present · Orcutt, CA, US
Wealth Enhancement is a national independent wealth management firm dedicated to enriching clients’ lives. We provide each client with a tailored financial plan, as well as access to advanced services for investment management, estate planning, tax strategy, and beyond. Since 1997, Wealth Enhancement has delivered specialized knowledge, attentive service, and integrated planning to help clients craft their future.The financial advisors at Wealth Enhancement offer advisory services through Wealth Enhancement Advisory Services, LLC, a registered investment advisor and affiliate of Wealth Enhancement Group. Securities offered through Wealth Enhancement Brokerage Services, LLC, member FINRA/SIPC.
Education
California Polytechnic State University-San Luis Obispo
Bachelor of Science - BS in Business Administration, Finance and Financial Management Services
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