Longhouse Wealth Management

Dean Ferraro is a financial advisor at Longhouse Wealth Management in Encinitas, CA, with eight years of industry experience. He holds Series 63 and Series 66 licenses and has worked previously at HD Vest Investment Services. Since 2014, he has owned and managed Authoritax, an accounting and tax preparation firm, where he is also a licensed enrolled agent. Longhouse Wealth Management is a small, state-registered advisory firm serving individual and high-net-worth clients, including trusts, estates, and retirement plans. The firm uses proprietary quantitative and technical risk-management models to tailor investment portfolios and integrates tax planning through its affiliated tax preparation business.

John Ferraro is a Series 65-licensed financial advisor with Longhouse Wealth Management in Encinitas, CA, where he has worked since 2018. He has seven years of industry experience. Longhouse Wealth Management serves individual and high-net-worth clients, including trusts, estates, and retirement plans, providing discretionary portfolio management across equities, bonds, ETFs, and REITs. The firm uses proprietary quantitative and technical risk-management models to tailor investment policies and employs educational content and client seminars as part of its service approach.