Thacarra Ferrer
Advisor at Fidelity
Updated today
Data sourced from SEC public records (and other sources when available). Some details may be added by the advisor after claiming their profile. Refreshed daily • Updated today.
About
Efa Ferrer is a Wealth Management Planning Consultant at Fidelity Investments, where she supports clients in establishing comprehensive financial plans tailored to their unique goals and priorities. Since joining Fidelity in 2023, she has worked as a Planning Consultant and currently holds the Wealth Management Planning Consultant role.
Prior to Fidelity, Efa gained experience as a Senior Registered Client Service Associate at Morgan Stanley from 2019 to 2023 and served as Director of Case Management at Margaret May Insurance & Financial Services from 2017 to 2019. She holds a California Insurance License.
Outside of her professional work, Efa enjoys camping, hiking, outdoor adventures, painting, reading, and yoga.
Client services
Based on Fidelity
Financial planning
Portfolio management
Selection of other advisers
Educational seminars or workshops
Provider of model portfolios
Expertise
Wealth management
General retirement planning
Location
12201 Seal Beach Blvd
Seal Beach, CA 90740-2634
Most active in
Thacarra F has reported serving >5 clients in these states in the last 12 months.
California · Texas
Work history
Fidelity Investments
2025 - Present (1 year)
FIDELITY INVESTMENTs
2023 - Present (3 years)
Morgan Stanley Smith Barney LLC
2019 - 2023 (4 years)
Unemployment
2019 - 2019 (1 year)
Margaret May Insurance & Financial Services
2017 - 2019 (2 years)
Efa Ferrer Consulting
2017 - 2018 (1 year)
NYLIFE Securities LLC
2017 - 2017 (1 year)
New York Life Insurance Co
2017 - 2017 (1 year)
Edward Jones
2016 - 2017 (1 year)
Unemployment
2016 - 2016 (1 year)
SR-1 Espresso LLC
2016 - 2016 (1 year)
Unemployed
2016 - 2016 (1 year)
Disclosures
Disclosures include customer complaints, regulatory actions, employment terminations, bankruptcies, and certain legal protections.
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Business activities & affiliations
These affiliations may expand the services this firm offers and, in some cases, how they are compensated.
Is active or affiliated with:
Insurance agent
They sell insurance products and may earn commissions on those sales.
Broker-dealer / trader
They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.
Bank
They're affiliated with a bank that may offer its own financial products and services.
Trust company
They provide trust and estate administration services, typically for separate fees.
Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
Is not active or affiliated with:
-
Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
-
Lawyer
They provide legal services, typically billed separately.
-
Real estate agent
They facilitate real estate transactions and may earn commissions.
Nelson W
Series 65
Los Alamitos, CA
Open Square Capital, LLC
Linda W
CFP®, Series 63, Series 65
Long Beach, CA
Linda A. Walker, CFP
Stephen K
Series 63, Series 65
Cerritos, CA
Sierra Madre Partners LLC
Amr E
Series 65
Irvine, CA
AM Wealth Solutions, LLC
Kevin H
Series 65
Cerritos, CA
Summit Gates Capital
Brian S
CFP®, ChFC®, Series 63, Series 65
Costa Mesa, CA
Capital Planning Group, LLC
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