Ray Ferrara, CFP® is a 50-year veteran of wealth management and founder of ProVise Management Group.
When Ray started in the financial services industry, financial planning was much simpler than it is today. It was a matter of creating life insurance policies for young couples and brokering mutual funds. Life was a lot simpler, in general, you might say.
Ray founded ProVise in August of 1986 after a decade working in financial planning. With a focus on “people first” and “one customer at a time,” ProVise grew from a local investment management firm to one of the biggest wealth managers in the Tampa Area, serving 1,300+ families and dozens of company retirement plans, corporations, and charitable organizations.
Ray stepped down as CEO of ProVise, turning over the reins to the next generation, but he continues his mission of helping people live better lives.
That brings us to Up Your Assets.
Ray Ferrara, CFP®
Founder & CEO
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With five decades of market cycles under his belt, Ray’s seen it all and isn’t afraid to tell it like it is.
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Develop the mindset and habits of veteran investors, learning smarter investment choices and maximizing your chances at success.
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Protect your wealth with the right insurance, trust, and estate planning tips and avoid costly financial mistakes.
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Navigate the confusing landscape of healthcare choices, planning for Medicare, and considering long-term care chocies.
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Guest expert breakdowns of financial topics, actionable insights to make informed financial decisions, and time-tested methods and examples.
2000
One of America’s best financial planners in the book Secrets of the Wealth Makers
2005
Given by the Tampa Bay Chapter of the Financial Planning Association
2016
By the Financial Planning Association for qualities and contributions that demonstrated superior professionalism
2025
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We are always looking to speak with interesting professionals and entrepreneurs who want to share their subject matter expertise and insider knowledge. If you would like to join Ray for a conversation, please get in touch.
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Ever wondered if your life insurance policy could be worth more than you think? Ray Ferrara, CFP®, sits down with Boyd Crisler, founder of Boyd Settlements, to discuss life settlements. Together, they explore this often-overlooked third option for policy holders, diving into everything from eligibility requirements to tax implications. Through real-world cases and knowledgeable insights, discover how selling your life insurance policy could potentially put more cash in your pocket today.
Want to know what sets financial advisors apart? Ray Ferrara, CFP®, and Kevin R. Keller, CAE, Chief Executive Officer of the CFP Board, cut through the alphabet soup of financial designations and reveal why the CFP® mark stands as the gold standard of financial planning. Together, they also share insider tips on choosing the right financial planner and explore why the next generation should consider this rewarding profession.
What could the next presidential term mean for your wealth? Join Ray Ferrara, CFP®, as he unpacks the potential implications of upcoming policy changes under President Trump. From tax reforms and tariffs to Social Security considerations and the national debt landscape, understand how possible policy shifts could impact your financial strategy.
How does your health impact your financial plan? On today’s episode, Ray Ferrara, CFP®, is joined by Carolyn McClanahan, M.D., CFP®, founder of Life Planning Partners, Inc., for an eye-opening discussion on the critical intersection of healthcare and financial planning. Together, they explore how to integrate health considerations into your financial plan, tackle longevity planning, and navigate the complex landscape of healthcare costs.
What’s it like covering the ever-evolving world of personal finance? Ray Ferrara, CFP®, sits down with veteran financial journalist John Waggoner to explore his journey through decades of market coverage, the changing landscape of digital media, and the advice he would give to his younger self.
Does the market care who’s president? On today’s episode, Ray Ferrara, CFP®, is joined by Dr. Dave Yeske, CFP®, Founder of Yeske Buie, and Yusuf Abugideiri, CFP®, CIO of Yeske Buie, as they explore the market’s reaction to past elections and the impact (or lack thereof) that past presidents have had on the overall market.
Today’s topic is all about health insurance! Ray Ferrara, CFP®, is joined by Christine Simone, CEO and Founder of Caribou, a company that sits at the intersection of healthcare and finance. Ray and Christine discuss important topics surrounding Medicare and Medicare Advantage plans.
